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MjH ELECTRO 
MECHANISMS 



MOTOR 



CONTROLS 




Electromechanical 
Technology Series 
TERC EMT STAFF 



DELMAR 



PUBLISHERS, MOUNTAIN VIEW AVENUE, ALBANY, NEW YORK 12205 



WITHDRAWN 



TK ZS51 -«.s 11,71 
SHt»""e*»»' ,is " s * n0T0 '' 



Anderson, D A 

TK 

2851 

* A65 Electro mechanisms; motor 

1971 controls 



001 



[1971] 



; YST j; 




UNIVERSITY LIBRARY 

WESTERN KENTUCKY UNIVERSITY 
BOWLING GREEN, KENTUCKY 42101 

1 2/12/74 00 I 



45679- 




ELECTRO 
MECHANISMS 





MOTOR 
CONTROLS 




WEST. KY. UNIV. LIB. 



DELMAR PUBLISHERS, MOUNTAINVIEW AVENUE. ALBANY, NEW YORK 12205 




.CHANTS^ noTO* 



DELMAR PUBLISHERS 



Division of Litton Education Publishing, Inc. 



Copyright (T) 1971" 



By Technical Education Research Centers, Inc, 

Copyright is claimed until December 1, 1976. There- 
after all portions of this work covered by this copy- 
right will be in the public domain. 

All rights reserved. No part of this work covered by 
the copyright hereon may be reproduced or used in 
any form or by any means — graphic, electronic, or 
mechanical, including photocopying, recording, taping, 
or information storage and retrieval systems — without 
written permission of Technical Education Research 
Centers. 

Library of Congress Catalog Card Number: 



PRINTED IN THE UNITED STATES OF AMERICA 

Published simultaneously in Canada by 
Delmar Publishers, a division of 
Van Nostrand Reinhold, Ltd. 

The project presented or reported herein was per- 
formed pursuant to a grant from the U.S. Office of 
Education, Department of Health, Education, and 
Welfare. The opinions expressed herein, however, do 
not necessarily reflect the position or policy of the 
U.S. Office of Education, and no official endorsement 
by the U.S. Office of Education should be inferred. 



74 - 170789 



Foreword 



The marriage of electronics and technology is creating new demands for 
technical personnel in today's industries. New occupations have emerged 
with combination skill requirements well beyond the capability of many 
technical specialists. Increasingly, technicians who work with systems and 
devices of many kinds — mechanical, hydraulic, pneumatic, thermal, and 
optical — must be competent also in electronics. This need for combination 
skills is especially significant for the youngster who is preparing for a career 
in industrial technology. 

This manual is one of a series of closely related publications designed 
for students who want the broadest possible introduction to technical occu- 
pations. The most effective use of these manuals is as combination textbook- 
laboratory guides for a full-time, post-secondary school study program that 
provides parallel and concurrent courses in electronics, mechanics, physics, 
mathematics, technical writing, and electromechanical applications. 

A unique feature of the manuals in this series is the close correlation of 
technical laboratory study with mathematics and physics concepts. Each 
topic is studied by use of practical examples using modern industrial applica- 
tions. The reinforcement obtained from multiple applications of the concepts 
has been shown to be extremely effective, especially for students with widely 
diverse educational backgrounds. Experience has shown that typical junior 
college or technical school students can make satisfactory progress in a well- 
coordinated program using these manuals as the primary instructional material. 

School administrators will be interested in the potential of these 
manuals to support a common first-year core of studies for two-year 
programs in such fields as: instrumentation, automation, mechanical design, 
or quality assurance. This form of technical core program has the advantage 
of reducing instructional costs without the corresponding decrease in holding 
power so frequently found in general core programs. 

This manual, along with the others in the series, is the result of six years 
of research and development by the Technical Education Research Centers, 
Inc., (TERC), a national nonprofit, public service corporation with head- 
quarters in Cambridge, Massachusetts. It has undergone a number of revisions 
as a direct result of experience gained with students in technical schools and 
community colleges throughout the country. 

Maurice W. Roney 



Hi 



The Electromechanical Series 



TERC is engaged in an on-going educational program in Electromechani- 
cal Technology. The following titles have been developed for this program: 

INTRODUCTORY 

ELECTROMECHAN ISMS/ MOTOR CONTROLS 

ELECTROMECH AN ISMS/DEVICES 

ELECTRONICS/AMPLIFIERS 

ELECTRONICS/ELECTRICITY 

MECHANISMS/DRIVES 

MECHAN ISMS/LI N KAGES 

UNIFIED PHYSICS/FLUIDS 

UNIFIED PHYSICS/OPTICS 

ADVANCED 

ELECTROMECHAN ISMS/AUTOMATIC CONTROLS 
ELECTROMECHAN ISMS/ SERVOMECH AN ISMS 
ELECTROMECHANISMS/FABRICATION 
ELECTROMECHAN ISMS/TRANSDUCERS 
ELECTRONICS/COMMUNICATIONS 
ELECTRONICS/DIGITAL 
MECHANISMS/MACHINES 
MECHANISMS/MATERIALS 

For further information regarding the EMT program or for assistance in 
its implementation, contact: 

Technical Education Research Centers, Inc. 

44 Brattle Street 

Cambridge, Massachusetts 02138 



iv 



Preface 



Technology, by its very nature, is a laboratory-oriented activity. As 
such, the laboratory portion of any technology program is vitally important. 
These materials are intended to provide meaningful experience in electronic 
motor control for students of modern technology. 

The topics included provide exposure to basic principles of motor con- 
trol, SCR controls for various types of motors, and an introduction to digital 
controls. 

The sequence of presentation chosen is by no means inflexible. It is 
expected that individual instructors may choose to use the materials in 
other than the given sequence. 

The particular topics chosen for inclusion in this volume were selected 
primarily for convenience and economy of materials. Some instructors may 
wish to omit some of the exercises or to supplement some of them to better 
meet their local needs. 

The materials are presented in an action-oriented format combining 
many of the features normally found in a textbook with those usually asso- 
ciated with a laboratory manual. Each experiment contains: 

1. An INTRODUCTION which identifies the topic to be examined 
and often includes a rationale for doing the exercise. 

2. A DISCUSSION which presents the background, theory, or tech- 
niques needed to carry out the exercise. 

3. A MATERIALS list which identifies all of the items needed in the 
laboratory experiment. (Items usually supplied by the student 
such as pencil and paper are not normally included in the lists.) 

4. A PROCEDURE which presents step-by-step instructions for per- 
forming the experiment. In most instances the measurements are 
done before calculations so that all of the students can at least 
finish making the measurements before the laboratory period ends. 

5. An ANALYSIS GUIDE which offers suggestions as to how the 
student might approach interpretation of the data in order to 
draw conclusions from it. 

6. PROBLEMS are included for the purpose of reviewing and rein- 
forcing the points covered in the exercise. The problems may be 
of the numerical solution type or simply questions about the 
exercise. 

v 



Students should be encouraged to study the text material, perform the 
experiment, work the review problems, and submit a technical report on 
each topic. Following this pattern, the student can acquire an understanding 
of, and skill with, basic motor control circuits that will be extremely valu- 
able on the job. For best results, these students should be concurrently 
enrolled in a course in technical mathematics (analytic geometry and intro- 
ductory calculus). 

These materials comprise one of a series of volumes prepared for tech- 
nical students by the TERC EMT staff at Oklahoma State University, under 
the direction of D.S. Phillips and R.W. Tinnell. The principal author of these 
materials was D.A. Anderson. 

An Instructor's Data Guide is available for use with this volume. 
Mr. R.C. Davidson and Kenneth F. Cathy were responsible for testing the 
materials and compiling the instructor's data book for them. Other mem- 
bers of the TERC staff made valuable contributions in the form of criti- 
cisms, corrections, and suggestions. 

It is sincerely hoped that this volume as well as the other volumes in 
this series, the instructor's data books, and the other supplementary mate- 
rials will make the study of technology interesting and rewarding for both 
students and teachers. 

THE TERC EMT STAFF 



TO THE STUDENT 

Duplicate data sheets for each experiment are provided in the back of 
the book. These are perforated to be removed and completed while perform- 
ing each experiment. They may then be submitted with the experiment 
analysis for your instructor's examination. 



vi 



Contents 



experiment 1 SI LICONE-CONTROLLED RECTIFIERS 1 

experiment 2 DC MOTOR CONTROL 7 

experiment 3 DC CONTROL OF AN AC MOTOR 13 

experiment 4 AC AND DC VOLTAGES FOR SCR MOTOR CONTROL . ... 24 

experiment 5 PHASE SHIFT CONTROL CIRCUITS . . ' 31 

experiment 6 PHASE SHIFT CIRCUIT FOR SCR MOTOR CONTROL .... 38 

experiment 7 THE UNIJUNCTION TRANSISTOR 46 

experiment 8 UNIJUNCTION TRANSISTOR FOR SCR CONTROL 51 

experiment 9 MOTOR CONTROL BY PULSE HEIGHT VARIATION .... 59 

experiment 10 DIGITAL MOTOR CONTROL 65 

experiment 1 1 THE TRIAC FOR AC MOTOR CONTROL 72 

experiments SYNCHRONOUS MOTOR CONTROL 78 

experiment 13 INCREMENTAL MOTORS 84 

experiments TACHOMETER FEEDBACK 90 

experiment 15 SERVOMECHANISMS 98 

Experiment Data Sheets Back of Book 



vii 



experiment SILICON-CONTROLLED RECTIFIERS 



INTRODUCTION. Throughout the growth and development of two-layer (diode, PN junction) 
and three-layer (transistor, PNP or NPN) semiconductor devices, the evolution of a four-layer 
device has been imminent. The silicon-controlled rectifier (SCR) is a four-layer, three-terminal 
device which has become very popular for use in many types of circuits. Its efficiency, rugged- 
ness, and compactness make it particularly useful in current and voltage control circuits. This 
exercise is an introduction to the theory, parameters, and ratings of the silicon-controlled 
rectifier. 



DISCUSSION. Since about 1957 when the 
SCR was introduced, this unique component 
has carved a niche for itself in military, indus- 
trial, commercial and residential applications. 
In hundreds of different jobs, it has replaced 
thyratrons, relays, magnetic amplifiers and 
saturable reactors. It is used in controllers, 
switches, and timers. But more important 
than the replacing of existing components, 
the SCR has made possible many new prod- 
ucts, hitherto unfeasible. Among them are 
ultrahigh-speed protective devices and light- 
weight, compact, power controls. 

Although the silicon-controlled rectifier 
may be thought of as a solid-state thyratron, 
its forward voltage drop is about one-tenth 
that of a gas thyratron, making it much more 
efficient. 



j t I j 2 

i .. i 



Fig. 1- 1 Physical Arrangement of a Four- 
Layer Device 

An NPNP silicon-controlled rectifier is a 
solid-state semiconductor device composed of 
four layers of alternate conductivity-type 
semiconductor material. This physical con- 
struction and three junctions are shown in 
figure 1-1. 

In order to demonstrate the effect of the 
three junctions on each other, a two- transistor 
analogy can be used as shown in figure 1-2. 





Fig. 1-2 Two-Transistor Analogy of a Four- Layer Device 



1 



EXPERIMENT 1 SILICON-CONTROLLED RECTIFIERS 



MOTOR CONTROLS 



An analysis of the PNPN device can be made 
in terms of the parameters of the two transis- 
tors in the analogy. The two transistors have 
normal operating bias (forward bias) on J-| 
and J3 while J2 is reverse-biased. Each tran- 
sistor has a current gain (a) associated with 
it. The current gain of the NPN transistor 
will be called a-|, and the current gain of the 
PNP transistor will be called a^. Since a is, 
by definition, that fraction of the current in- 
jected at the emitter that reaches the collector, 
the operation of the two devices can be com- 
bined to explain the action of the controlled 
rectifier. The collector junction for both 
transistors is J2; and, in the NPNP device, J2 
is affected by three components of current as 
shown in figure 1-3. 

The current in the external circuit must 
pass through J2, so 



'J2= 1 



or 



or 



'j2 =l=a 1 l+a 2 l + l co 



Then, 



(1.1) 



M1- a 1- a 2> = l co 



which gives 




I _ a, I - 0£2l = l co 



(1-2) 



From the above expression, it can be seen 
that, as a-| + 03 approaches unity, the current 
through the device becomes large and is lim- 
ited only by the resistance of the external 
circuit. 

As previously mentioned, J-| and J3 are 
forward-biased, and J2 is reverse-biased. Since 
J2 is reverse-biased, the initial current through 
the device may be very small. 

The l co of a silicon device can be made 
very small and if a<\ and 03 are q u ' te small, 
equation 1.2 shows that the total current I in 
the device will also be very small. This condi- 
tion is said to be the "off" state of the device. 
The "on" condition of the device exists when 
ce-j + 0C2 approach unity. If a-| + 0L2 = 1, the 
current through J2 and the external circuit is 
limited only by the resistance of the external 
circuit. 



«l' 

l J2 = a, I +a 2 l + l c y— (LEAKAGE CURRENT) 

I t (HOLE CURRENT FROM END P REGION) 

I (ELECTRON CURRENT FROM END N REGION) 



Fig. 1-3 Approximate Currents Flowing in the Four-Layer Device 



2 



MOTOR CONTROLS 



EXPERIMENT 1 SILICON-CONTROLLED RECTIFIERS 




Fig. 1-4 Variation of a with VQ E and l Q 

According to transistor theory, there are 
several ways of increasing the current gain (c^ 
and c^) of the component junction transistors 



^ , j 

to turn "on" the SCR. Figure 1-4 shows two 
of the ways of increasing current gain. 

As shown in figure 1-4A, the current 
gain, a, increases slightly as the collector-to- 
emitter voltage is increased until a value of 
Vqe ' s reac ' iec ' where the energy of the car- 
riers arriving at the collector PN boundary is 
sufficient to dislodge additional carriers pro- 
ducing a form of avalanche breakdown. This 
causes a to increase much more rapidly with 
voltage. 

When this avalanche breakdown occurs 
at J2, the current through J2 increases which, 
in turn, increases ai and 0.2* causing the de- 
vice to go into its "on" state. After the de- 




FORWARD BIAS 



vice has gone into its "on" state, it will remain 
in this state so long as the current through J2 
is sufficient to cause a-j + 0:2 to be near unity. 
The value of current through J2 required to 
keep the device in the "on" condition is 
known as the holding current, l|_|. Figure 1-5 
shows the forward bias El curve for a PN 
junction and for a PNPN device. Notice that 
in figure 1-5 the El curve for the four-layer 
device is similar to the two-layer once it is in 
the "on" condition. 

In most typical silicon transistors, a is 
quite small at low emitter currents but in- 
creases fairly rapidly as the emitter current is 
increased. This effect, shown in figure 1-4B, 
is due to the presence of impurities in the 
silicon. In order to increase the emitter cur- 
rent in the four-layer device independent of 
the voltage across it, a connection must be 














p 


N 


P 


N 





FORWARD BIAS 



B RE A KO VE R 
HOLDING CURRENT /CURRENT 



PN El PLOT PNPN El PLOT 

Fig. 1-5 Forward Bias El Plots for PN Junction and PNPN Junction 



FORWARD 

BREAKOVER 

VOLTAGE 



3 



EXPERIMENT 1 SILICON-CONTROLLED RECTIFIERS 



MOTOR CONTROLS 



Gate 



r 




p 






N 






P 






N 



Fig. 1-6 Gate Connection of SCR to Cause 
Turn-On 

made to the base of one of the transistor 
sections. This terminal is known as the gate 
of the SCR and is shown in figure 1-6. 

Figure 1-7 shows the change in forward 
breakover voltage with different values of gate 
current. As the gate current is increased, the 
breakover voltage decreases. Once the device 
is turned "on", the only way to turn it "off 
is to reduce the voltage across the device 
which will, in turn, reduce the current through 



I 








E 


ZENER 






BREAKDOWN 







; 2 >l G1 >l G = 0 



•W 'til ' 'ta 

r — — ? i * 



i G2 >i g1 >o 



Fig. 1-7 Effect of Increasing Gate Currents 
on SCR Characteristics 

it until it is below the minimum value of the 
holding current. The gate no longer has any 
effect while the device is "on." 

In the reverse direction, both devices 
have similar El curves as shown in figure 1-8. 



+ 












N 


P 


N 


P 



REVERSE BIAS 



Fig. 1-8 Reverse Bias El Plot for Both the PN and the PNPN Junctions 
MATERIALS 



1 SCR, type CE1 06 or equiv. 

2 Variable DC power supplies, 0-40V 

2 Resistance decade boxes (0-100k£2 2W) 



2 Multimeters 
1 Oscilloscope 

1 Variable AC voltage source 



4 



MOTOR CONTROLS 



EXPERIMENT 1 SILICON-CONTROLLED RECTIFIERS 



PROCEDURE 

1. Connect the SCR circuit shown in figure 1-9. For a type CE106 SCR, Ri = 1kfi, 
R 2 = 2.2kn. 

CAUTION: Check the maximum ratings of the SCR. Make fl; large enough 
to limit the anode current to a safe value for both the power supply and SCR 
at the maximum voltage to be used. Make Rg large enough to limit the gate 
current to a safe value. Check the wattage needed for both resistances. 



R 1 



+ 




A 


sen 

^— vv\ — (T) 1 _ 


POWER fr 

SUPPLY V 






POWER 
SUPPLY 


l + 



Fig. 1-9 Circuit for Obtaining Some of the SCR Characteristics 



2. Disconnect the gate circuit and set the anode voltage to about 30V. Measure the current 
through the SCR. ("Off" or leakage current, l F0 ). 

3. Connect the gate circuit and set the cathode current meter to a high scale (value expected 
when SCR is on). Increase the gate current until the SCR conducts as indicated by a sharp 
increase in anode current. Record the gate current (\q) required to turn the SCR "on". 
Remember that once the SCR has fired, the only way to turn it off is to reduce the anode 
current below the holding value. 

4. Measure the voltage across the SCR (V^k) and determine the forward "on" resistance 
<Ron>- 

5. Reduce the gate current to zero. Slowly reduce the anode voltage and watch the drop in 
anode current. Minimum holding current will be the value reached when anode current 
drops abruptly to zero. Record its value, I n« 

6. Disconnect the gate circuit and reverse the cathode and anode connections. Apply about 
30V to the SCR and measure the reverse leakage current (I rq). 



5 



EXPERIMENT 1 SILICON-CONTROLLED RECTIFIERS 



MOTOR CONTROLS 



R 1 AND R 2 SAME AS BEFORE. 




VARIABLE 
AC 
SOURCE 



VARIABLE 
AC 

POWER SUPPLY 



Fig. 1-10 Circuit for Observing SCR Operation 

7. Connect the SCR in a circuit similar to figure 1-10. 

CAUTION: Be careful in connecting the circuit and the common leads of the 
test instruments. An incorrect connection can damage the SCR. 

8. Adjust the AC source for about 80V RMS and observe the anode-cathode waveform 
while adjusting the gate current. 

9. Set the gate current to trigger the SCR in the mid-portion of the sine wave and vary the 
AC anode voltage. 



Fig. 1-11 
The Data Table 



'fo 


'g I 


V CE 


R on 


'H 


'ro 















PROBLEMS 



1 . Determine the forward "off" resistance of the SCR. 

2. Determine the forward "on" resistance of the SCR. 

3. Determine the reverse resistance of the SCR. 

4. How would you describe the efficiency of the SCR? 

5. How would you compute a gain factor for the SCR? 

6. How would the SCR react if excessive voltage is applied in the forward direction? 

7. What would happen if excessive voltage were applied in the reverse direction? 

8. Compare the SCR ("on" condition) with a silicon diode. 

9. Describe what was observed in step 8 and 9. 



6 



experiment X DC MOTOR CONTROL 



INTRODUCTION. There are many applications of DC motors in which speed control is desirable. 
The SCR is a small, efficient, and relatively inexpensive device that can be used to control a DC 
motor from an AC source. This experiment is an introduction to the use of an SCR for DC motor 
speed control. 



DISCUSSION. One important advantage of 
the SCR as a control device is that it has very 
low leakage currents and low forward resis- 
tance when in the "on" condition. It is, 
therefore, quite efficient. Also, the amount 
of gate current required to turn the device on 
is small with respect to the current the device 
will handle in the "on" condition. In other 
words, a very small current can be used to 
control a much larger current. 



Before discussing the control circuit, DC 
motor principles will be reviewed briefly. A 
DC motor consists of a field, armature, com- 
mutator and brush assembly as shown in 
figure 2-1 . This basic motor can be connected 
in several ways. First of all, if the field 
strength is to be constant, it can be replaced 
by a permanent magnet and power applied 
to the armature only. In the case of an elec- 
tromagnetic field, figure 2-2 shows some typi- 
cal connections. 




FIELD (POLES - WINDING) 



Fig. 2- 1 Components of the DC Motor 




SEPARATE 
EXCITATION 



SERIES 



SHUNT 



COMPOUND 



Fig. 2-2 Connections for DC Motors 



7 



EXPERIMENT 2 DC MOTOR CONTROL 



MOTOR CONTROLS 



FIELD 



ARMATURE 



Fig. 2-3 Equivalent Circuit for Separately- Excited DC Motor 



The expression for the armature voltages 
present in the separately-excited DC motor 
may be written from the equivalent circuit in 
figure 2-3. 



E dc" 'dc R a + E a 



E a =K 1 0 f w 



(2.1) 
(2.2) 



where 



E 0 = counter emf of the armature 

d 

in volts 

0f = effective field flux in webers 
co = speed in RPM 
FL = armature resistance in ohms 

d 

K-| = a proportionality constant 
l dc = armature current in amps 



Substituting equation 2.2 into 2.1 gives 

E dc-'dc R a + K 1*f" 
Solving this equation for to gives 
K 1 0 f co = E dc -l dc R a 



CO =- 



E dc" 'dc R a 



1*f 



From equation 2.3 we can see that the speed 
of the motor can be controlled by controlling 
the applied voltage E^. 

The torque of the motor is given by the 
expression 



T= Mf'dc 



(2.4) 



(2.3) 



where T = torque in in.-oz 

0f = effective field flux in webers 
l^c = armature current in amps . 
K2 = constant 



From this expression we notice that the cur- 
rent will vary with the torque produced at a 
given speed. 

Other types of motor connections will 
react somewhat differently because of the 
interaction of the field with the applied volt- 
age, but their speed can also be controlled by 
controlling the applied voltage. 

Figure 2-4 shows a simple diode circuit 
with a resistive load. A DC motor could be 
substituted for the resistive load in this cir- 
cuit. 



8 



MOTOR CONTROLS 



EXPERIMENT 2 DC MO TOR CONTROL 



RL 



Fig. 2-4 Halfwave Rectifier Circuit 

When the generator voltage (V g ) under- Since the rectifier produces pulses of DC from 
goes its positive excursion, the diode conducts an AC source, the average DC current can be 
and the voltage distribution of the circuit is found by 



Vg = V b + V R| _ 



or 



v g =i b r b + i b R L =i b< r b +R L> 



(2.5) 



where 



Vg = instantaneous generator 
voltage 
= diode anode-to-cathode 
voltage 
i^ = diode forward current 
r^ = forward resistance of the diode 



When Vg undergoes its negative excursion, V^ 
is negative and the diode does not conduct 
except for the leakage current which is very 
small. Therefore, ibR|_ anc ' Vrl are nearly 
zero. If the generator voltage is 



Vg = E m sin cot 



then 



and 



i b = 0 



■m 



l =—□. 




dc ttR 


7T 



(2.6) 



The average DC voltage across the load will be 

(2.7) 



I R - p -![!^-£m 
l dc H L _t dc" 7T " 7T 




7r <cot <2ir 



The effective value of current (l rms ) can be 
found from its definition 



(2.8) 



The power delivered to the entire circuit by 
the generator is 

P= ('rms) 2 < R L + r b) < 2 - 9 > 
and the average power delivered to the load is 

PRL,av=<'rms> 2R L = <T )2R L (2 ' 10) 



9 



EXPERIMENT 2 DC MOTOR CONTROL 



MOTOR CONTROLS 





Fig. 2-5 Waveforms in a Motor Supplied by a Controlled Rectifier 



Figure 2-5 shows the waveforms of the 
voltage and current supplied to the armature 
of a DC motor using an SCR to allow less than 
1/2 cycle of conduction. The motor has a 
separately-excited field. Just before the in- 
stant of firing at 0<|, the current is zero and 
the armature voltage is equal to the counter 
emf, E a . At 0<| the SCR fires and the arma- 
ture voltage jumps to e-|. The armature cur- 
rent then builds up slowly because of the 



armature inductance, and continues to 02, 
when conduction ceases and the voltage is E a . 

Notice that the net voltage available to 
build up current in the circuit is e g - E a or 
E m sin cot - E a . During the interval from 0<[ 
to 0 X , at which time E m sin cot = E a , the 
applied potential can produce a positive cur- 
rent in the circuit. The remainder of the con- 
duction period, from 0 X to 02, is due to the 
L(di/dt) potential arising from the decreasing 



10 



MOTOR CONTROLS 



EXPERIMENT 2 DC MOTOR CONTROL 



current in the armature inductance. With 
triggering occurring at 0j, the direct current 
produced by a pulse like the one in figure 2-5 
can be found by 



-m 



(2.11) 



MATERIAL'S 

1 28V DC motor 

1 Variable AC source 

1 DC power supply 0-40V 

1 SCR, Type CE106 or equivalent 



As 0 increases from 0 to 180°, the cos 6 will 
change from 1 to -1, so the value of (1 + 
cos 0) will decrease from 2 to 0. It can be 
seen from equation 2.11 that as 0 increases, 
the average DC decreases, which, in turn, will 
decrease the average voltage and power. Thus, 
changing the gate current of the SCR changes 
0 and will result in a change in motor speed. 



1 Resistor, 470fi 2W 
1 Oscilloscope 
1 Multimeter 
1 Stroboscope 



PROCEDURE 

1 . Construct the circuit shown in figure 2-6 with all voltages set to zero. 

CAUTION: Make sure that the common terminal of the DC power supply is 
connected to the common side of the AC power supply. 




VARIABLE 
DC SUPPLY 



Fig. 2-6 Circuit for Controlling a DC Motor 



2. Set the AC voltage to about 30V. With no DC voltage on the gate circuit, the motor 
should not run. 

3. Carefully increase the gate current by increasing the DC voltage until the motor begins 
to run. 

4. Measure the gate current (\q) that causes the motor to start running, the average DC 
voltage across the motor measured with a DC voltmeter (V m ), and the firing angle of the 
SCR observed on an oscilloscope (0-|). 

5. Increase the DC control voltage until the firing angle is zero and the DC voltage across 
the motor stops increasing. Record the motor voltage, motor speed, and gate current. 



EXPERIMENT 2 DC MOTOR CONTROL 



MOTOR CONTROLS 



6. Make about ten readings of gate current (Iq), motor voltage (V m ), motor speed (co), and 
firing angle of the SCR (8<\) between the limits of steps four and five. 

7. Plot a graph of each function with respect to each of the other functions. 



Conditions 


'G 


V m 


0 1 


CO 


Start 










0., = 0 










Run 











Fig. 2-7 The Data Table 

ANALYSIS GUIDE. The DC motor is a very popular and useful energy converter and is a typical 
electrical/mechanical transducer. The DC motor becomes even more useful when it can be speed- 
controlled by a low-power control signal. In this exercise a very simple method of SCR motor 
control that has a distinct disadvantage has been used. You should become aware of this disad- 
vantage as you perform the experiment. Discuss this disadvantage in your own words. 

PROBLEMS 

1. With respect to control power, is the SCR an efficient means of control? 

2. Is Figure 2-6 a satisfactory control circuit? Discuss. 

3. What characteristic of the SCR is responsible for your conclusion in question 2? 

4. How much change in gate current is required to change the speed from just starting 
to full speed? 

5. Show the change in waveform as the motor speed is increased. 

12 



experiment 



3 



DC CONTROL OF AN AC MOTOR 



INTRODUCTION. In many applications of AC motors it is desirable or necessary to regulate or 
control the speed. Because of its compactness, efficiency, ease of control and switching speed, 
the SCR is very useful in motor control circuits. In this exercise a simple control circuit employ- 
ing two SCRs will be used to control an AC motor. 



DISCUSSION. There are three main types of 
AC motors used when speed control is em- 
ployed: 



Torque is produced by the force devel- 
oped when a current flows through a con- 
ductor in a magnetic field. 



(a) AC commutator motors 



F = BIC newtons 



(b) Induction motors supplied at con- 
stant frequency, but with some 
means of controlling the stator or 
rotor current 

(c) Induction motors supplied at vari- 
able frequencies from an alternator 
or controllable rectifier. 

You will recall that a DC motor has fixed 
magnetic poles (stator) and rotating poles 
(rotor). The rotating poles are energized by 
commutator connections and may be in series 
or parallel with the stationary fields, or the 
motor may be separately excited. Figure 3-1 
shows a DC motor with separate excitation. 




where B is flux density in webers per 
square meter 

I is current through the con- 
ductor in amperes 

£ is the active conductor length 
in meters 

In figure 3-1 the direction of the force 
exerted on the one-turn armature winding 
(dotted lines) is indicated by the colored ar- 
rows. As the armature rotates to the position 
shown (solid lines), the commutator reverses 
the direction of the current so that the direc- 
tion of rotation remains the same. If the field 
and armature currents are both reversed, the 
direction of rotation still remains the same. 



DIRECTION 
OF 
FORCE 



ARMATURE WITH 
COMMUTATOR 




ARMATURE 



FIELD 



FIELD 




(A) PICTORIAL DRAWING 



(B) SCHEMATIC SYMBOL 



Fig. 3- 1 Basic Parts of a DC Motor 



13 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 



MOTOR CONTROLS 



AC MOTOR 

o 



AC SOURCE 



SCRi 



it 



CONTROL 

CKTS 



SCR- 



Fig. 3-2 SCR Circuit for Controlling an AC Motor 



The direction of rotation will reverse when 
either field or armature current is changed 
with respect to the other. A commutated AC 
motor or universal motor is basically the same 
as a DC motor. With the field and armature 
excited from the same voltage, a reversal in 
voltage will reverse both and the torque will 
continue in the same direction. Therefore, an 
AC voltage will produce a varying torque but 
always in the same direction. 

Speed control of this type of motor can 
be accomplished in the same manner as with 
DC motors. An SCR circuit can be used to 
control the average voltage to the motor from 
a constant voltage source as shown in figure 
3-2. 

The main difference in an induction 
motor and a universal motor is that the induc- 
tion motor does not have a commutator or 
other electrical connection from the external 
circuit to the rotor. The rotor current is in- 
duced from the changing magnetic field of the 
stator so it must be excited with a constantly 
varying voltage. A DC component will only 
be wasted energy in an induction motor. 

The basic principle of the induction 
motor can be illustrated by using a permanent 



magnet, iron plate and a copper or aluminum 
disc as shown in figure 3-3. The field of the 
permanent magnet is completed by the iron 
plate. As the magnet rotates on the string, 
the magnetic field is changing with respect to 
any part of the disc. This action induces eddy 
currents into the disc. The induced voltage 
produced by the changing magnetic field (rota- 
tion of the magnet) causes eddy currents and 
they, in turn, produce another magnetic field. 
According to Lenz's Law, the induced volt- 
ages and resultant currents produce a field 
tending to oppose the force or motion which 
produced the induced voltage. As shown in 
figure 3-3(B) the induced eddy currents tend 
to produce a unit south pole in the disc at a 
point under the rotating north pole of the 
magnet, and a unit north pole in the disc under 
the rotating south pole of the magnet. Since 
opposite poles attract, the poles in the disc 
will be attracted to the poles of the rotating 
magnet and the disc will, therefore, rotate in 
the direction of the permanent magnet rota- 
tion. As long as the magnet moves with re- 
spect to the disc, induced voltages will cause 
eddy currents resulting in poles that are at- 
tracted to the magnet's poles. If the disc were 
to rotate at the same speed as the magnet, 
there would be no relative motion, no induced 



14 



MOTOR CONTROLS 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 



STRING 



PERMANENT 
MAGNET 



DIRECTION OF 
INDUCED EDDY 
CURRENTS 



BEARING & 
PIVOT 

(A) SIDE VIEW 




COPPER OR 
ALUMINUM 
DISC 

IRON PLATE 




ROTATION 
OF 
MAGNET 



ROTATION OF DISC 



(B) TOP VIEW 



Fig. 3-3 Induction Motor Principle 



voltage to cause eddy currents, and no pole 
to react with the magnet, so there would be 
no force to turn the disc. The disc, therefore, 
rotates in the same direction as the magnet, 
but it must rotate at a speed less than that of 
the magnet in order to produce a torque. 

The rotor of a practical induction motor 
is designed to be much more efficient than the 
disc used in the above example. Figure 3-4 
shows typical construction of a rotor for an 
induction motor. The cage, which consists 
of the end rings and the conductors, is usually 
copper or aluminum and is imbedded in the 
laminated iron core of the rotor. The rotor 
has only a few low resistance conductors, 
which allows high currents to produce strong 
poles. 



END 
RINGS 



CONDUCTORS 

1 




In all motors, while electromagnetic 
torque is being produced as a result of the 
interaction between the magnetic fields (rotor 
and stator), generator action is simultaneously 
occuring. In the AC induction synchronous 
motor, the motor action and the generator 
action occur at the synchronous speed of the 
rotating magnetic field. In the AC induction 
asynchronous motor, neither motor action 
nor the generator action occurs at the syn- 
chronous speed because of the necessary slip 
required to produce the torque. For this rea- 
son, induction principle machines are classed 
as synchronous or asynchronous (non-syn- 
chronous). 

The synchronous type of motor, which 
runs in synchronism with the line frequency, 

IRON LAMINATIONS 




Fig. 3-4 Construction of the Rotor of an Induction Motor 



15 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 



MOTOR CONTROLS 



would have to be speed-controlled by chang- 
ing the frequency of the applied voltage. This 
type of speed control will not be discussed 
here. As previously mentioned, the rotor of 
the non-synchronous induction motor must 
"slip" (in the above explanation, the disc did 
not turn as fast as the magnet) in order to 
produce torque. In a practical induction 
motor there is a rotating magnetic field 
caused by the applied AC voltage, the stator 
poles, and their arrangement. This rotating 
field replaces the magnet in our previous ex- 
planation. The rotor will always have some 
slip with respect to the rotating field. The 
slip is often expressed as a percentage of the 
effective speed of the rotating field and may 
be found by 



s = B 



co 0 -co r X 100 



or 



where 



w r = w o (1-s) = 120-(1-s) 

s = Percent slip 
oo Q = Synchronous speed (120f/P) 
in RPM of the rotating stator 
field 

co r = Speed of the rotor in RPM 
f = Frequency 
P = Number of poles 



Mr 




LOW R 



HIGH X 



A "simple" single-phase winding will not 
produce a rotating field and, consequently, 
there will be no starting torque. Various 
techniques are used to produce the rotating 
field required for starting a single-phase induc- 
tion motor. Fortunately an induction rotor, 
once started, will continue to operate from a 
single-phase supply. Since the field will re- 
verse with every half cycle of line voltage, you 
can consider that the field is rotating in half- 
turn steps— in either direction. The armature 
will, in fact, continue to rotate in the direction 
in which it is started. Because a single-phase 
induction motor is inherently not self-starting, 
various methods are employed to initiate ro- 
tation of the rotor. As a consequence, a clas- 
sification system for single-phase induction 
motors has emerged based on starting meth- 
ods. A motor can be started by mechanically 
putting the rotor in motion but nearly all 
small motors have automatic starting devices 
built into them. There are starting methods 
that are electrical and others that are combi- 
nation electrical and mechanical. Some of the 
starting methods include split-phase resistance- 
start, split-phase capacitor-start, permanent- 
split single-value capacitor start, two-value 
capacitor start, shaded pole induction, and 
reluctance-start induction motor. Figure 3-5 
shows some of these different starting tech- 
niques. 





CENTRIFUGAL 

M CONNECTION DIAGRAM (o} PHASE RELATIONS 

A. SPLIT-PHASE (RESISTANCE-START) INDUCTION MOTOR 



Fig. 3-5 Different Starting Techniques 



6 



MOTOR CONTROLS 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 




C. PERMANENT-SPLIT (SINGLE-VALUE) CAPACITOR MOTOR 



CENTRIFUGAL 
SWITCH 



6 



2 




USE OF TWO CAPACITORS AND A 
CENTRIFUGAL SWITCH 

D. TWO-VALUE CAPACITOR MOTOR 



Fig. 3-5 Different Starting Techniques (ContJ 



17 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 



MOTOR CONTROLS 




(a) GENERAL CONSTRUCTION OF 2-POLE 
SHADED-POLE MOTOR 



The principal method of speed control 
used for fractional horsepower single-phase, 
induction-type, shaded-pole, reluctance, and 
even series and universal motors is the method 
of primary line voltage control. Figure 3-6 
shows some typical torque slip curves. The 
torque under starting and running conditions 
varies as the square of the voltage impressed 
on the stator (T = kV 2 p). For any value of 
load, reducing the line voltage will reduce the 
torque by the square of the reduction in line 
voltage, and the reduction in torque will result 
in an increase in slip, s. Reducing the line 
voltage and the torque as a method of increas- 
ing slip will serve to control the speed to a 




(d) DECREASING 0 




(b) INCREASING <j> ( c ) CONSTANT 0 




(e) RATE OF CHANGE OF CURRENT AND FLUX IN POLES 

E. SHADED-POLE INDUCTION MOTOR 

Fig. 3-5 Different Starting Techniques (ContJ 
18 



MOTOR CONTROLS 



EXPERIMENTS DC CONTROL OFANACMOTOR 



CO 
H 
Z 
LU 

o 

DC 
LU 



^1/2 LOAD | 
y y S ^ V^ RAT ED LOAD 



100 



1/2 LOAD 



^ *** I |-*— RATED VOLTAGE 

r I I / 

A J H 3/4 RATED VOLTAGE 

/- ^ 7^- ■ 1/2 RATED VOLTAGE 

/ / ' I 

/ / H RATED TORQUE 

r/ i 



TORQUE 



Fig. 3-6 Torque-Slip Characteristics at Different Applied Voltages 



degree in single-phase motors, particularly, 
and in small induction-type motors, in gen- 
eral. However, it is a most unsatisfactory 
method of speed control for poly-phase mo- 
tors. As seen in figure 3-6, the torque falls 
drastically at decreased voltages and speeds. 
At reduced voltages the motor may stall be- 
fore producing sufficient torque to drive the 
load. 

This method of speed control, in which 
a change of slip is produced by a change in 
primary voltage, is feasible for small single- 
phase fans or blowers, where the required 

CONTROL WINDING 




ARMATURE 



torque is low at low speeds, and for similar 
other loads. 

Another type of small AC motor that is 
frequently used where speed control is desir- 
able is the two-phase induction motor. Figure 
3-7 shows the two-phase motor and the phase 
relationships. A constant excitation voltage 
is applied to one stator winding. A variable 
amplitude voltage is applied to the other stator 
winding, either 90° leading or 90° lagging the 
excitation voltage. The phase relationship 
determines the direction of rotation, and the 
amplitude of the control voltage determines 
the speed of rotation. 

EXCITATION CONTROL IN 
ONE DIRECTION 

CONTROL IN OTHER 
DIRECTION 



EXCITATION WINDING 




Fig. 3-7 The Two-Phase Motor 



19 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 



MOTOR CONTROLS 




Fig. 3-8 Simple AC Motor Control Circuit 



A very simple SCR circuit for controNing 
an AC motor is shown in figure 3-8. In this 
circuit the DC voltage can control the firing 
of the SCR from half-cycle conduction to 
about one-fourth cycle conduction. This is 
usually not a very practical control circuit. 
It can be modified as shown in figure 3-9 to 
give a different range of control nearer the 
full rating of the motor. 

This circuit (figure 3-9) will vary the 
supply voltage to the motor from a full cycle 
to three-quarters of a cycle. By using two 
SCRs and two diodes, the motor can be con- 



trolled from half power to full power. Figure 
3-10 shows a simple DC-controlled SCR cir- 
cuit for use with an AC motor. 

The circuit in figure 3-9 is an extension 
of the one in figure 3-8 and figure 3-10 is an 
extension of figure 3-9. You may notice that 
the circuit in figure 3-10 is a bridge circuit 
used somewhat differently than normal. In 
this case the bridge (points A to B) is shorted 
and the load is external of the bridge. If the 
AC motor in the external circuit were re- 
moved, a DC motor or other DC load could 
be inserted between points A and B. 




Fig. 3-9 Simple SCR Motor Control Circuit 



20 



MOTOR CONTROLS 



EXPERIMENT 3 DC CONTROL OF AN AC MOTOR 




Fig. 3-10 Full Wave Motor Control Circuit 



MATERIALS 



1 Variable DC power supply, 0-40V 

1 Small induction motor, preferably 
fan motor 

2 SCR, type CE106 or equivalent 



2 Diodes, type HEP 153 or equivalent 
2 Resistors, 470£2, 2W 
2 Rheostats, 15012, 15W 
1 Oscilloscope 



PROCEDURE 

1 . Construct a circuit like the one in figure 3-1 1 . Adjust the DC voltage to zero. 

CAUTION: Make sure that the common side of the power supply is connected 
to the common side of the line. 




VARIABLE 
DC-PS 



Fig. 3- 1 1 SCR Motor Control Circuit 

2. Observe and record the waveform across the motor as the speed is varied by adjusting 
the DC control voltage. 

3. Record data. Then plot a graph of motor speed (co) with respect to firing angle (0-|) and 
to the average voltage ( V m ) across the motor. 



21 



EXPERIMENTS DC CONTROL OF AN AC MOTOR 



MOTOR CONTROLS 



AC MOTOR 




AC SUPPLY 



Fig. 3-12 Full Wave Motor Control Circuit 

4. Change the circuit as shown in figure 3-12 but omit the rheostat (R). 

5. Repeat step two. Then put the rheostat in the gate circuit of the SCR that requires the 
smaller firing current (fires first) so that the SCRs can be balanced in firing angle 



CO 



m 



CO 



m 



j 



Fig. 3-13 The Data Tables 



22 



MOTOR CONTROLS 



EXPERIMENTS DC CONTROL OF AN AC MOTOR 



6. Adjust the gate rheostat until both SCRs fire at about the same angle as the DC voltage 
is varied. 

7. Record appropriate data. Then plot a graph of motor speed (co) with respect to firing 
angle (d<\ ) and to the average voltage (Vm) across the motor. 



ANALYSIS GUIDE. The synchronous motor can be speed-controlled, to some extent, by con- 
trolling the average voltage, which in turn changes the slip. Although there are different ways of 
controlling the average voltage, one circuit may be more desirable than another. Discuss the dif- 
ferences yoif observed and indicate which you think is the best method. 



PROBLEMS 

1 . Was the amount of slip the same for the same average voltage across the motor while 
using the two different circuits? Why? 

2. Was the slip the same for the same SCR firing angle in the two circuits? Why? 

3. Could the circuit of figure 3-8 be used to reduce the motor speed only a little bit 
from the rated value? Why? 

4. Which control circuit do you think is best? Why? 

5. Using a parts catalog, compute the cost of parts for figures 3-1 1 and 3-12. (Do not 
include the motor.) Which circuit is cheaper? 



23 



experiment /f Ac AND DC VOLTAGES FOR 
jT SCR MOTOR CONTROL 



INTRODUCTION. An SCR is a very efficient device for controlling AC motors. There are sev- 
eral different basic circuits for operating the SCR. One method is to use a combination of AC 
and DC voltage. This exercise deals with accomplishing SCR motor control usinq a combination 
of AC and DC voltages. 



DISCUSSION. Usually, motors with multiple 
norsepower ratings require control considera- 
tions beyond those of the fractional horse- 
power size. This discussion will not include 
the control of larger motors. 

The principal method of speed control 
used for fractional horsepower motors is the 
method of primary line voltage control. This 
type of control is frequently used with several 
types of DC motors and single-phase, induc- 
tion-type, shaded-pole, reluctance, series and 
universal AC motors. 

The basic relationship between torque, 
field flux, and armature current in the DC 
motor is 



(4.1) 



where 



T = torque 
K2 = a proportionality constant 

0f = effective field flux 
'dc = armat ure current 



Since is a function of E dc , the torque 
and resultant speed of the DC motor can be 
controlled by controlling the line voltage. An 
AC motor, however, has so many more vari- 
ables that a simple torque equation does not 
tell the whole story. A useful equation for the 
torque of an AC motor is 



T (for any slip) = K t 0 s E £r R r 

R r 2 + (sX £r )2 



(4.2) 



where T = torque 

K t = a torque constant for the 
number of poles, windings, 
units employed, etc. 
0 S = the flux produced by each 
pole of the rotating mag- 
netic field linking the rotor 
conductors 
E J2r = t ' ie vo| tage induced in the 

rotor at standstill 
R r = effective resistance at 
standstill of all rotor con- 
ductors combined 
s = ratio of slip speed to syn- 
chronous speed 
Xj2 r = locked-rotor reactance of 
all rotor conductors 
combined 

This equation is appropriate for large poly- 
phase induction asynchronous motors, but 
the same factors also affect smaller motors. 
Torque in an asynchronous induction motor 
depends on slip of the rotor. Figure 4-1 shows 
the torque and slip relationship of the AC in- 
duction motor at different values of line 
voltage. 

Although speed control by varying the 
line voltage has some disadvantages, it also 
has many applications and some advantages. 
In applications where speed control by chang- 
ing primary voltage is satisfactory, the SCR 
control circuit is simple and efficient. The 
basic principle of operation is control of the 
angle of conduction of the SCR(s). In order 
to turn off the SCR, the gate current must be 



24 



MOTOR CONTROLS 



EXPERIMENT 4 AC-DC SCR MOTOR CONTROL 




Fig. 4- 1 Torque and Slip Relationship at Different Values of Applied Voltage 



below the firing value, and the anode current 
must drop below the holding value for a 
length of time known as the "turn off" time. 
When used in AC circuits, the SCR is turned 
off when the anode is reverse-biased during 
the negative half cycle. Therefore, the con- 



duction angle is controlled by the firing (turn- 
on) angle. 

The SCR is figure 4-2(a) will be forward- 
biased for the first 180° of the waveform 
shown in figure 4-2(b). If the SCR were fired 




SCR TURN OFF 
(B) 



Fig. 4-2 SCR Conduction in an AC Circuit 



25 



EXPERIMENT 4 AC-DC SCR MOTOR CONTROL 



MOTOR CONTROLS 



as soon after 0° as possible, the SCR would 
conduct for nearly 180°, supplying power to 
the load during one-half of the applied volt- 
age cycle. Now consider that the SCR was 
fired at 30°. The SCR will conduct for about 
150°, and the average power delivered to the 
load will be decreased. In figure 4-2 the SCR 
can conduct a maximum of 180° during each 
cycle. The average load current, l^c, is a 
function of maximum current, l m , and the 
firing angle, d<\ : 



l m 1 + cos #i 



) 



(4.3) 



For fullwave operation, the equation for aver- 



age DC current is 



21 



'dc- 



m 



1 + cos d 



7T 



1 



(4.4) 



Figure 4-3 shows the output from a fullwave 
control circuit with the SCRs being fired at 
angle dy. The average current for each half 
cycle, as found in equation 4.3, is 



'dc 



'm 1+cosfl, 

7T ( 2 ' 



(4.3) 



Figure 4-4 is a graph of (1 + cos 0^)12 
showing how the average current changes 
with 0-j. 




(A) FULLWAVE RECTIFIER (B) FULLWAVE ALTERNATING 

Fig. 4-3 Load Current from Control Circuit 




Fig. 4-4 A Graph of (1 + cos 6 j)/2 



26 



MOTOR CONTROLS 



EXPERIMENT 4 AC-DC SCR MOTOR CONTROL 



Figures 4-5 and 4-6 are plots of voltage 
and power delivered to a resistive load with 
respect to the firing angle, 0^ of the SCRs. 



Figure 4-5 is for one SCR used in a halfwave 
circuit, and figure 4-6 is for two SCRs used in 
a fullwave circuit for either DC or AC output. 




Fig. 4-6 Full-wave 

Phase Control Curve 




27 



EXPERIMENT 4 AC-DC SCR MOTOR CONTROL 



MOTOR CONTROLS 



One method of controlling the firing 
angle, 0<|, of the SCR circuit is to use a com- 
bination of AC and DC voltages. You will 
recall that an SCR will fire when the anode is 
positive and a critical value of gate current is 
reached. According to typical SCR character- 
istics, the greater the anode voltage, the less 
the critical value of gate current required for 
firing. With very careful adjustment of a DC 
gate current, the firing angle can be varied 
from 0° to 90°. As gate current increases, d*\ 
decreases. This method of control, however, 
is not very stable. A considerable improve- 
ment can be made in the control circuit sta- 
bility by adding an AC component to the DC 
gate bias. The advantage in stability of 6<\ is 



shown in figure 4-7. The angle at which the 
gate current intercepts the critical firing value 
of gate current is shown as a. In figure 4-7 A, 
angle a is very small which will result in very 
unstable firing. If either the critical value or 
the bias changes a small amount, a rather 
large change in the firmg angle, 0\, can result. 

Figure 4-7B shows the SCR bias as an 
AC component on a DC level. This technique 
results in a larger angle a which will result in 
a more stable firing angle 0-j. The angle 6<\ 
can be changed nearly 90° (approaching 0° 
to 90°) by changing the amplitude of the AC 
component or by changing the DC reference 
level. 





(A) DC GA TE BIAS ( B ) AC AND DC GA TE BIAS 

Fig. 4-7 Two Methods of SCR Control 



28 



MOTOR CONTROLS 



EXPERIMENT 4 AC-DC SCR MOTOR CONTROL 



MATERIALS 



1 115V induction motor 

2 SCR Type CE106 or equivalent 
1 Transformer, low voltage center 

tap secondary 

1 Variable DC source, 0-40V 

2 Resistance decade boxes (0-1 00k 2W) 
1 Variable resistor, 150ft 2W 



2 Diodes, HEP 153 or equivalent 
2 Diodes, IN319or equivalent 
1 Variable AC source 
1 Multimeter 
1 Oscilloscope 
1 Stroboscope 



PROCEDURE 

1. Construct the circuit shown in figure 4-8. Set the AC voltage to zero volts. Set the DC 
voltage source to zero volts. Use decade for R^ = R2 = 25ft. 



LINE VOLTAGE 




Fig. 4-8 Full wave Motor Control Circuit 



2. Increase the DC voltage until the motor just starts to run. Measure the average value of 
the gate current (Iq). Observe the motor waveform and using the 150ft variable resistor 
in the gate circuit of the SCR that fires first, adjust the resistor until both SCRs fire at 
about approximately the same time. 



CAUTION: During this experiment, be sure that the gate resistances are large 
enough to limit the gate currents to safe values. The gate voltage is the DC plus 
the peak AC. 

3. Further increase the DC voltage until the motor just reaches full-rated speed. Observe and 
record the waveform across the motor. Measure the value of the gate current. Return 
the DC voltage to zero. 

4. Increase the AC control voltage to 5V RMS and repeat steps 2 and 3. 

5. Increase the AC control voltage to 10V RMS and repeat steps 2 and 3. 



29 



EXPERIMENT 4 A C DC SCR MOTOR CONTROL 



MOTOR CONTROLS 



6. Increase the AC control voltage to 1 5V RMS and repeat steps 2 and 3. 

7. Plot a curve of motor speed with respect to the angle at which the SCRs fire. 





DC 


5V AC 


10V AC 


15V AC 


Condition 


bias 


bias 


bias 


bias 


Start 










Run 











Fig. 4-9 Values of I. 



ANALYSIS GUIDE. For motor control from an AC line, the firing of the SCRs with a DC volt- 
age was a very critical adjustment. There should be a noticeable difference in the control of the 
motor speed when the control voltage has an AC component along with the DC value. Discuss 
how your observations tend to verify this conclusion. 

PROBLEMS 

1. Show graphically the change in DC voltage needed to change the SCR firing angle 
through its range with respect to a change in the AC component of the control 
voltage. 

2. Isthe control gain (sensitivity of control) higher with or without the AC component 
in the control voltage? What are the advantages and disadvantages of sensitive 
control? 

3. Was there a desirable result from having the AC component in the control voltage? 
Explain. 

4. Is the curve in step 7 linear? Should it be? Why? 



30 



experiment 



5 



PHASE SHIFT CONTROL CIRCUITS 



INTRODUCTION. Phase shift circuits are frequently employed to produce a vernier shift in 
time of a function with respect to a reference alternating signal. This experiment will introduce 
some of the phase shift techniques that are used with phase-controlled rectifiers. 



DISCUSSION. In order to fire silicon-con- 
trolled rectifiers at any angle between 0° and 
180°, some type of phase shift circuit is 
needed. One of the simplest methods of phase 
control for firing an SCR is a basic RC voltage 
divider. Figure 5-1 shows an RC circuit with 
a step function applied. 




In figure 5-1, when Si is closed at t| f 
the current at the first instant is limited only 
by R so the full voltage is dropped across it 
(Vp = E applied). As the capacitor C is 
charged, the voltage across C (V c ) increases 
and Vr decreases at the same exponential 
rate. Vr is the input differentiated, and V c 



S 1 CLOSED 




TIME 



(A) CIRCUIT ■ ( B ) VOLTAGE FUNCTIONS 

Fig. 5- 1 RC Circuit and Voltage Functions 



K 
A 



W GATE 



Fig. 5-2 RC Diode Firing Circuit 



is the input integrated. When the applied 
voltage is a sinusoidal waveform, the shape is 
not changed since the derivative of a sine 
function is a cosine function. The operation 
of the circuit in figure 5-1 is more a charge 
time delay rather than a phase shift. Figure 
5-2 shows the RC diode firing circuit. 

During the half cycle when point A is 
negative with respect to point B, the diode, 
Dj, is forward-biased and allows capacitor C 
to charge to the peak value of the applied 
voltage. During the other half-cycle, D<| is 
reverse-biased and C tries to reverse its charge 
through the minimum resistance, R m , and the 
phase control resistor, Rp. As long as the 



31 



EXPERIMENT 5 PHASE SHIFT CONTROL CIRCUITS 



MOTOR CONTROLS 




Fig. 5-3 Voltage Function in RC Diode Firing Circuit 



potential at point A is more positive than that 
of point G, the potential of G will rise in the 
positive direction. Figure 5-3 shows what 
some of the functions might look like. 

The point at which V c crosses the zero 
reference line can be changed by changing R p . 
This point is called 6 and the angle 6 can be 
varied from near 0° to 180°. This circuit can 
be used to phase-fire an SCR as shown in fig- 
ure 5-4. The control circuit in figure 5-4 is 
the same as figure 5-3. Diode D2 is used to 



protect the gate of the SCR from the negative 
voltage during the negative half-cycle. This 
circuit will give half-cycle control from no-load 
voltage to half-cycle pulses as shown in figure 
5-4. 

Notice that a second diode cannot be 
put across the circuit to give half-cycle to 
full-cycle power. If this were done, C1 would 
not charge to the negative peak voltage because 
the voltage would be dropped across the load. 
However, this fact can be used to our advan- 





(A) CIRCUIT 



(B) LOAD VOLTAGE 



Fig. 5-4 RC Diode Circuit for Phase Control of an SCR 



32 



MOTOR CONTROLS 



EXPERIMENT 5 PHASE SHIFT CONTROL CIRCUITS 



LOAD 



AC 



SCR 



SEPARATE 
FIRING 
CIRCUIT 




LOAD 
VOLTAGE 




(A) CONTROL CIRCUIT 



(B) LOAD VOLTAGE 



Fig. 5-5 Separately-Controlled Firing Circuit 



tage in some circuit applications. Figure 5-5 
shows a simple half-wave control circuit re- 
quiring an outside trigger source. 

Figure 5-6 is a slight modification of the 
circuit in figure 5-4. The charging diode, D-|/ 
has a resistor, R2, in series with it giving a 
fixed RC charge time constant. Capacitor C 
will not charge to the peak value of negative 
voltage, but rather to a value depending on 
both the time and the magnitude of the neg- 
ative voltage. 



o 



Resistors R m and R p of figure 5-4 are 
replaced by R-| and D3 in figure 5-6. In this 
circuit, C charges in the negative direction 
through R2 and D-|. During the positive half- 
cycle, C charges in the positive direction 
through R-j and D3. With proper circuit 
values, C will charge enough in the negative 
direction through R2 and D1 during the neg- 
ative half-cycle so that it will not be able to 
charge in the positive direction through R-| 
and D3 on the positive half-cycle sufficiently 
to fire the SCR. Now with the circuits of 




o — * 1 

. Fig. 5-6 Variation of RC Diode Firing Circuit 

33 



EXPERIMENT 5 PHASE SHIFT CONTROL CIRCUITS 



MOTOR CONTROLS 




figure 5-5 and 5-6 combined, the resulting 
circuit is known as a fullwave RC diode slav- 
ing circuit and is shown in figure 5-7. When 
SCR 2 fires, there is no negative voltage to 
charge C. Therefore, the more SCR2 con- 
ducts, the less C charges in the negative direc- 
tion, and the earlier SCRi will be fired by C 
charging positive through R^. With the proper 
selection of circuit values, SCR-| will fire at 
the same angle as SCR2. SCR1 is said to be 
slaved or controlled by the firing angle of 
SCR2. If the separate firing circuit of SCR2 
\s similar to figure 5-4, the result will be a 
fullwave control circuit for an AC load. 



Another type of phase shift circuit is the 
phase shift bridge shown in figure 5-8. As in- 
dicated by the phase dots, the voltage at A is 
in phase with the anode voltage of the SCR; 
the voltage at F is 180° out of phase with the 
voltage at point A. The resistor and capacitor, 
R and C, are connected from point A to point 
F. The SCR will fire when the voltage from 
point B to point D goes positive enough to 
causes sufficient firing current. Figure 5-8 (B) 
shows the voltages at A and F to be equal and 
opposite with respect to point B. Since R and 
C are in series and the same current must flow 
in each, the voltages across them must be 90° 





(A) CIRCUIT CONNECTIONS 



(B) PHASE RELATIONSHIPS 



Fig. 5-8 Phase Shift Bridge Control Circuit 



34 



MOTOR CONTROLS 



EXPERIMENT 5 PHASE SHIFT CONTROL CIRCUITS 



out of phase and must add up to the voltage 
from point A to point F. As either R or C is 
changed in value, the voltage from point B to 
point D will remain constant in amplitude 
and will shift in phase as shown by the arc. 
The firing angle 6 will be zero when R = 0, 
and 6 = 180° for R = ~ The geometry of the 
diagram in figure 5-8 (B) is such that triangle 



BDF is isosceles which means that 
0 + (180° -2a) = 180° 

1 Z 1 1 
6 = 2a= 2 tan" 1 — = 2 tan' 1 coCR 

z 2 

This circuit would work just as well using 
L and R by making Z\ = L and Z2 = R. 



MATERIALS 



1 Transformer, 1 15V primary, 6.3V to 

30V CT secondary 
1 Resistor, 1kfi 

1 Potentiometer, 10kft linear taper 
1 Diode, 1N319 



1 Capacitor, 0.1 juF 200V AC 
1 Oscilloscope 

1 Potentiometer, 25kft linear taper 
1 Capacitor, 1.0/xF 200V AC 



PROCEDURE 

1 . Construct the RC diode phase control circuit shown in figure 5-9- 
o- 



115V AC 



R m =1kn 
R p = 10kn 
C = 0.1 mF 
= 1N442 0R EQUIVALENT 



Fig. 5-3 RC Diode Phase Control Circuit 

2. With the scope on DC response, set a voltage reference point. "Sync" the scope from the 
line voltage so that the trace starts at about 0 voltage on the positive going slope. 

CAUTION: The voltage and power in this circuit can be dangerous. Use care 
in making measurements and adjustments. Disconnect the power when chang- 
ing the circuit. 

3. Be sure the common side of the line is connected to common of the circuit and the scope. 
Apply the AC voltage to the circuit. Observe the line voltage waveform and set the scope 
for a one-cycle display. Take note of the location on the screen of the positive half-cycle 
of the line voltage. 



35 



EXPERIMENT 5 PHASE SHIFT CONTROL CIRCUITS 



MOTOR CONTROLS 



4. Connect the oscilloscope from point A to common, point B. Record the phase angle (0) 
and the slope (dv/dt) at which the voltage crosses the zero line in the positive direction 
with respect to the line voltage as R p is varied from one limit to the other. Use about 10 
different settings of R p . 

5. Plot a graph of peak positive amplitude of the waveform versus the phase angle at which 
it crosses zero. 

6. Plot the phase angle at which the waveform crosses zero versus the approximate value 
of R p . 

7. Plot the relative slope of the waveform where it crosses zero versus the phase angle at 
which the waveform crosses zero. 

8. Construct a circuit similar to figure 5-10. 




R = 25kft 
C = 1 juF 



Fig. 5- 10 Phase Shift Bridge 



9. With the scope set up to observe about one cycle of the line voltage and synchronized 
with the line voltage, observe the phase shift of the voltage from point A to B. 

10. Plot a graph of resistance "R" versus the phase shift of the circuit. 

11. Change C to 0.1 yfc and repeat steps 9 and 10, 

ANALYSIS GUIDE. A phase control circuit needs to be both stable and easily adjusted. With 
respect to the range of phase shift and the ease of obtaining a certain shift, these circuits should 
be of particular interest to you. Discuss how each circuit behaved with regard to stability and 
ease of adjustment. 



36 



MOTOR CONTROLS 



EXPERIMENT 5 PHASE SHIFT CONTROL CIRCUI TS 



dv/dt 



R P 
(approx.) 



R 

(approx.) 



C= 1.0 /xF 



0 



C = 0.1 juF 



e 



v 



Fig. 5-11 The Data Tables 



PROBLEMS 

1 . What are two distinct disadvantages of the circuit in figure 5-9? 

2. What might be the result of these disadvantages? 

3. What would be an advantage of the circuit in figure 5-9 over the one in figure 5-10? 

4. What is the main advantage of the circuit in figure 5-10? 

5. What would be the result if R in figure 5-10 were 5kf2 and C were 0.1/xF? 



37 



experiment 



6 



PHASE SHIFT CIRCUIT FOR 
SCR MOTOR CONTROL 



INTRODUCTION. In many applications of fractional horsepower motors, it is desirable to be 
able to control the power supplied to the motor from no power to full power. Phase shift cir- 
cuits make possible a wide range of phase-controlled firing of SCRs along with providing ease 
and stability of a particular setting. 



DISCUSSION. Phase shift circuits are used 
to control the firing angle of SCRs for a vari- 
ety of purposes and in a variety of configura- 
tions. Figure 6-1 shows five different basic 
circuits in which SCRs could be phase-con- 



trolled in single-phase circuits. The waveform 
drawing with each circuit shows whether the 
circuit would be used for controlling AC loads, 
DC loads, or both. 





LOAD 




1 — 1 







AC 



SCR 



O LOAD 1 

a| 

I ▼ SCR K RECTIFIER 

AC f K ][ D 

| CONTROL J 1' 

SWITCH 



SWITCH 



CONTROLLED HALF-WAVE 
(a) 



CONTROLLED HALF PLUS 
FIXED HALF-WAVE 
(b) 

AC 




CONTROLLED FULL-WAVE 

(c) 



CONTROLLED FULL-WA VE AC OR DC 

(d) 



O [ LOAD | - 

AC 



DC SCR 



1 



mm 



CONTROL 



CONTROLLED FULL-WA VE FOR AC OR DC 

(e) 

Fig. 6-1 Basic Forms of Phase Control 



38 



MOTOR CONTROLS 



EXPERIMENTS CIRCUIT/SCR MOTOR CONTROL 





6 = 0° 



6 = 180° 



Fig. 6-2 RC Diode Phase Shift Circuit 



The RC diode phase control circuit in 
figure 6-2 is compact, inexpensive, and simple, 
but can present some problems. The SCR 
gate must be protected against the large nega- 
tive voltage during the negative half-cycle. 
Also, the stability of firing becomes poor at 
large angles because the slope of the firing 
voltage becomes very flat. The circuit in fig- 
ure 6-2 is the basic type shown in figure 
6-1 (a). 



In this circuit C is not charged to the 
peak negative value, as is done in figure 6-2 
through D-|, but to a negative value deter- 
mined by the firing of SCRs and the charge 
path, R2 and D<\ m When point A is negative 
with respect to point B, point D will also go 
negative until SCR2 fires as shown in figure 
6-4. Capacitor C in combination with R2 will 
charge according to the time and voltage level 
available before SCR2 fires. 



Frequently halfwave operation is not 
sufficient. The circuit in figure 6-2 can be 
used in conjunction with a slaving circuit to 
give fullwave control for AC loads similar to 
figure 6-1 (c). The slaving circuit is very simi- 
lar to the RC diode control circuit as shown 
in figure 6-3. 



In figure 6-2, C is charged to the peak 
value and the charge rate in the positive direc- 
tion is varied to control the SCR firing angle. 
In figure 6-3, C is charged negative according 
to how SCR2 is controlled, and the positive 
charge rate is fixed by R-j. 



AC 




K K 



I scr i A 



FIRING 
CONTROL 
CJRCUIT 



SCRr 




$ = 0° 



e = 180° 



Fig. 6-3 RC Diode Slaving Circuit 



39 



EXPERIMENT 6 CI RCUIT/SCR MOTOR CONTROL 



MOTOR CONTROLS 




Fig. 6-4 Voltage Waveform at Point D in Figure 6-3 



When the circuits of figures 6-2 and 6-3 
are combined, a fullwave AC control circuit 
results as shown in figure 6-5 and is the basic 
type shown in figure 6-1 (c). 

Another type of circuit for phase control 
of SCRs is the phase shaft bridge shown in 
figure 6-6. This circuit is also a halfwave con- 
trol circuit but has some advantages over the 
RC diode circuit. Although the transformer 
may be larger and more costly than compo- 
nents in the RC diode circuit, the constant 
voltage output and more linear control are 



distinct advantages. Moreover, the SCR gate 
does not have to be protected from extreme 
voltages in the negative or positive direction. 

Figure 6-7 is the phase shift bridge circuit 
modified for fullwave control. This circuit is 
of the basic type shown in figure 6-1 (d) 
which can be used for either AC or DC loads. 
The phase-controlled signal appears between 
points A and B. When the anode of SCR-j is 
positive, point A will become positive with 
respect to point B; and D2 will clamp point B 
to the cathode circuit of both SCRs. This 



COMMON 



AC MOTOR 




Fig. 6-5 Fullwave Control Circuit for AC Loads 



40 



MOTOR CONTROLS 



EXPERIMENTS CI RCUIT/SCR MOTOR CONTROL 




6 1 * 

Fig. 6-6 Phase Shift Bridge Control Circuit 



allows the control circuit to fire SCRi with 
a positive voltage. When the line voltage re- 
verses, the control voltage will also reverse, 
and D-| will clamp point A to the SCR ca- 
thode circuit and SCR2 can be fired with a 
positive voltage. 



The circuit of figure 6-7 can be used for 
AC loads by connecting the load from point 
E to point F with a short from point C to 
point D. For DC loads, the short will be 
from point E to point F with the load from 
point C to point D. 




Fig. 6-7 Full wave Phase Shift Bridge Circuit 



41 



EXPERIMENT 6 CIRCUIT/SCR MOTOR CONTROL 



MOTOR CONTROLS 



MATERIALS 

1 Oscilloscope 

1 Multimeter 

2 SCRs, CE106 or equivalent 

2 Diodes, HEP 153 or equivalent 
2 Diodes, 1N319or equivalent 

1 Capacitor, 1 //F, 300V AC 

2 Resistors, 25ft 2W 



1 Decade Box (0-1 00k 2W) 
1 Transformer, 1:1 ct. sec. 
1 Fan induction motor 
1 Motor, 28V DC 
1 Variable AC source, 0-50V 
1 Stroboscope 



PROCEDURE 



1 . Construct the circuit shown in figure 6-8. Use the decade box for R p . 




Fig. 6-8 RC Diode Phase Shift Circuit 



2. Observe the waveform across the load as R p is varied from maximum to minimum. Re- 




Fig. 6-9 Full wave Control Circuit for AC Loads 



42 



MOTOR CONTROLS 



EXPERIMENT 6 CIRCUIT/SCR MOTOR CONTROL 



4. Adjust R-| and R2, if necessary, to get both SCRs firing at about the same phase angle as 
Rp is varied through its range. 

5. Record data and plot motor speed and the firing angle of the two SCRs versus the value 
of R p . 

6. Construct the circuit shown in figure 6-10. 




Or 



Fig. 6-10 Phase Shift Bridge Control Circuit 

7. Record appropriate data and plot motor speed and phase angle of firing versus the value 
of R p . 

8. Construct the circuit shown in figure 6-1 1 . 




Fig. 6- 1 1 Full Wave Phase Shift Bridge Circuit 



43 



EXPERIMENT 6 CIRCUIT/SCR MOTOR CONTROL 



MOTOR CONTROLS 



9. Take appropriate data and plot motor speed and firing angle of both SCRs versus R p as 
it is varied through its range. 



CO 

(RPM) 



(RPM) 



Data from: Fig. 6-8 



Fig. 6-9 



CO 

(RPM) 



CO 

(RPM) 



Fig. 6-10 Fig. 6-11 

Fig. 6-12 The Data Tables 



44 



MOTOR CONTROLS 



EXPERIMENTS CIRCUIT/SCR MOTOR CONTROL 



ANALYSIS GUIDE. Phase firing silicon-controlled rectifiers is an efficient means of power con- 
trol. An important aspect of this type of power control is the circuit used to fire the SCRs. 
Discuss each of the circuits used in the experiment with regard to ease and stability of speed 
control. Which circuits seemed to work best? Why? 

PROBLEMS 

1. What are the advantages of the phase shift control circuit over the DC or AC-DC 
method of SCR firing? 

2. What advantage does the phase shift bridge have over the RC diode phase control 
circuit? What disadvantages? 

3. Can the RC diode circuit be used for fullwave control? Why or why not? 

4. Using a catalog, determine the price of the motor controls used in this experiment. 
How do the two circuits compare? 



45 



experiment THE UNIJUNCTION TRANSISTOR 



INTRODUCTION. The unijunction transistor (UJT) is a three-terminal device exhibiting a stable 
incremental negative resistance region. This makes possible the design of switching and pulsing 
circuits using fewer components than comparable transistor circuits. Iri this exercise we will 
investigate some of the characteristics of the UJT. 



DISCUSSION. The UJT is a device that can 
be operated in a number of different circuit 
configurations such that any of the three ter- 
minals can serve as signal input or output. 

A cross-sectional diagram of the physical 
construction of a typical UJT is shown in 
figure 7-1. A ceramic disk having the same 
expansion coefficient as silicon is used as a 
mounting base. A gold film is deposited on 
both sides of a slit 10 mils wide in the center 
of the ceramic disk. An N-type silicon bar 
(single crystal) is laid across the slit and an 
ohmic contact is formed between the gold 
film and the silicon bar at each end. These 
contacts are the base-one (B1) and base- two 
(B2) contacts. The resistivity of the silicon 



bar is about 120 ohm-cm and the dimensions 
are about 8 X 10 X 35 mils. A single P-type 
emitter junction is formed by a small alumi- 
num wire on the side opposite the base con- 
tacts. This emitter junction is usually located 
closer to the base-two contact so the device 
is not symmetrical. 

The operation of the UJT is dependent 
upon modulation of the conductivity between 
the emitter junction and the base-one contact. 
The conductivity of the silicon in this region 
is given by 



ff = q(MpP + M n n ) 



(7.1) 




N-TYPE 

SILICON 

BAR 



EMITTER (E) I 




BASE TWO (B2) 



PN JUNCTION 



GOLD FILM 
CERAMIC BASE 



OHMIC BASE 
CONTACTS 



BASE ONE (B1) 

Fig. 7-1 Circuit and Construction of a Bar-Type Unijunction Transistor 



46 



MOTOR CONTROLS 



EXPERIMENT 7 THE UNIJUNCTION TRANSISTOR 



where a = Conductivity of silicon 
(ohm -1 cm" 1 ) 
q = Electric charge 1.60 X 10" 19 
coulombs 
ptp = Mobility of holes in silicon 
«250cm 2 volt _1 sec" 1 
P = Hole concentration (hole/cm^) 
M n = Mobility of electrons in 
silicon 
« 1200 cm 2 volt" 1 sec" 1 
n = Electron concentration 
(electrons/cm^) 

The term /z p on the right of equation 7.1 can 
be neglected when there is an absence of in- 
jected carriers from the emitter since the bar 
is of N-type material and the holes are the 
minority carriers. When the emitter is biased 
in the forward direction, holes are injected 
into the bar and swept into the emitter-base 
region greatly increasing the conductivity. 
This increase in conductivity is due to the 
increase of holes in the region where they are 
injected, causing an increase in the number 
of electrons to maintain the space charge 
neutrality. 



Although the UJT can be used in a vari- 
ety of circuit configurations, normal operation 
is to ground base one and to bias base two 
with a positive voltage, Vbb- Figure 7-2a 
shows the normal connection and the sym- 
bol for a UJT. 

The positive voltage at B2 establishes a 
current and an electric field within the silicon 
bar and produces a voltage on the N side of 
the P-N emitter junction. This voltage is a 
fraction, 17, of the applied voltage or voltage 
from B1 to B2. The fraction 17 is termed the 
intrinsic standoff ratio and is determined by 
the spacing of the emitter junction between 
the two base contacts. The fraction of the 
distance from B2 to B1, that the emitter is 
spaced from B1, is equal to the fraction of 
Vbb that w "' be present at the emitter junc- 
tion. This fraction is called the intrinsic 
stand-off ratio 17. If the applied emitter volt- 
age, Vg, is less than tjVbb* the emitter junc- 
tion will be reverse-biased and only a small 
reverse leakage current, 1^0/ w '" f' ow ' n the 
emitter. Where the applied emitter voltage 
exceeds t?Vbb by an amount equal to the 




PN JUNCTION 




VOLTAGE 
DISTRIBUTION 



VOLTAGE AT 
PN JUNCTION 



(A) SYMBOL FOR THE UNIJUNCTION 
TRANSISTOR 



(B) PHYSICAL EQUIVALENT 



Fig. 7-2 The Unijunction Transistor 



47 



EXPERIMENT 7 THE UNIJUNCTION TRANSISTOR 



MOTOR CONTROLS 



forward voltage drop of the emitter diode, 
V[), holes will be injected into the bar. Be- 
cause of the electric field in the bar, the holes 
will move toward B1 and increase the con- 
ductivity of the bar in the region between E 
and B1. As the emitter current, lg, is in- 
creased, the emitter voltage will decrease be- 
cause of the increased conductivity so that a 
negative resistance characteristic is observed 
between the emitter and the base-one ter- 
minals. 

Figure 7-3 is a typical emitter character- 
istic curve for a UJT. Two important points 
on this curve are the peak point and the valley 
point. The slope of the curve is zero at these 



two points. The emitter diode is reverse- 
biased to the left of the peak point and this 
region is known as the cut-off region. Be- 
tween the peak point and the valley point is 
the negative resistance region. The saturation 
region is to the right of the valley point. In 
the saturation region, conduction between E 
and B1 is limited by the surface and bulk 
recombination of the holes and electrons. 
The peak point depends on Vgg and the in- 
trinsic stand-off ratio. The valley point de- 
pends on the resistance in series with B1 and 
B2. The valley voltage, V v , decreases as the 
resistance in series with B2 is increased, and 
rises as the resistance in series with B 1 
increases. 



■PEAK POINT 



EMITTER 
VOCTAGE 




Fig. 7-3 UJT Emitter Characteristic Curve 
48 



MOTOR CONTROLS 



EXPERIMENT 7 THE UNIJUNCTION TRANSISTOR 



MATERIALS 

1 Unijunction transistor, 2N21 60 

or equivalent 
1 Resistor, 1kfi 1/2W 

PROCEDURE 

1 . Construct the circuit shown in figure 7-4. 



E UJT 




0 j 1 1 1 

Fig. 7-4 UJT Test Circuit 

2. With Vfjfj = 0 and Vee negative with respect to B1, take data and plot Ie versus Ve as 
Vee is varied from zero to about ten volts. Take enough readings to plot a smooth curve. 

3. With VgB = 0 and Vee positive with respect to B1, take data and plot Ve versus Ie as 
Vee ' s increased. The emitter current should not exceed about 30 mA. 

4. Set Vbb = + 5 volts; then take data and plot Ie versus Ve and I B2 as ^EE ' s increased in 
the positive direction. Plot enough points to show the peak, negative slope and valley 
of the emitter voltage curve. 

5. Set Vbb = +10 volts and repeat the plots as in step 4. 

6. Set Vbb = + 20 volts and repeat the plots as in step 4. 

7. Show V p , l p , V v , and l v on all the emitter voltage curves. 

ANALYSIS GUIDE. The unijunction transistor has unique characteristics that make it quite 
useful in control circuits. Being familiar with these basic characteristics is a big asset in under- 
standing control circuit techniques. Discuss the extent to which your results agreed with the 
points presented in the discussion. 



2 Variable DC power supplies, 0-40V 
1 Multimeter 



49 



EXPERIMENT 7 THE UNIJUNCTION TRANSISTOR 



MOTOR CONTROLS 



V BB 


= 0, 


V BB 


= o, 


V BB = 5V, 


V BB = 10V, 


V BB = 20V, 


V EE 


= -E 


v EE 


= +E 


V EE = +E 


V EE = +E 


v 


EE = +E 


V E 


'e 


v e 


'e 


v E 


'E 


'b2 


V E 


'e 


'b2 


V E 


'e 


'b2 





























Fig. 7-5 The Data Table 



PROBLEMS 

1 . Calculate the intrinsic standoff ratio for each of the values of Vbb- 

2. How much does the resistance from Bi to B2 change when the UJT goes into con- 
duction? 

3. How much does the resistance from the emitter to base one change when the UJT 
goes into conduction? 

4. Can base two be used as a control or signal input? Explain. 



50 



experimen t 



8 



UNIJUNCTION TRANSISTOR 
FOR SCR CONTROL 



INTRODUCTION. The characteristics of the unijunction transistor (UJT) make it particularly 
useful in circuits where pulses are involved. The UJT is frequently used in control circuits to 
fire silicon-controlled rectifiers. In this exercise we will examine some of the applications of the 
UJT in SCR control circuits. 



DISCUSSION. The characteristics of the uni- 
junction transistor make it a very useful device 
in many electronic applications. One of these 
applications is to supply the gate-firing cur- 
rent for silicon-controlled rectifiers. 

When SCRs are used for power control 
from an AC source such as in motor controls, 
battery chargers, or arc welders, the SCR is 
fired at some variable phase angle with respect 
to the source voltage. For maximum power 
delivered to the load, the SCR is fired when 
the anode voltage just begins to go positive, 
and it conducts for the full 180°. If less than 
full power is to be delivered to the load, the 
SCR is fired at some phase angle after the 
anode goes positive. Therefore, a controllable 
circuit is needed that can provide a positive 
current sufficient to fire the SCR. This cur- 
rent must be controllable from about 0° to 



180°. Figure 8-1 illustrates the firing angle 
with respect to the SCR anode voltage. 

Such circuits as the RC diode phase con- 
trol circuit and the RC phase shift bridge will 
produce a voltage that goes positive at a vari- 
able angle between 0° and 180°. These cir- 
cuits are, however, affected by loading when 
they are connected to the SCR gate and also 
by supply voltage changes. The circuit could 
be built to compensate for loading and voltage 
regulation, but more power would be con- 
sumed in the control circuit, components 
would be larger, and it would be difficult to 
take into account the differences in SCRs and 
the effect of temperature changes. The uni- 
junction transistor (UJT) can be used as an 
isolation device between the phase shift cir- 
cuit and the SCR. 



ANODE 
VOLTAGE 




0° $ 180° 



Fig. 8-1 SCR Phase Control 
51 



EXPERIMENT 8 TRA NSISTOR/SCR CONTROL 



MOTOR CONTROLS 



B2 



D 1 



'BB 




IN 



A 



SILICON | 
BAR 



B1 



B1 



CERAMIC 
DISC 



IS 



(A) EQUIVALENT CIRCUIT 



(B) PHYSICAL CONSTRUCTION 



Fig. 8-2 Unijunction Transistor 



One of the simplified equivalent circuits 
for the UJT is shown in figure 8-2(A). With no 
emitter current flowing, there is a relatively 
high resistance between base one and base 
two. This resistance is the result of two resis- 
tive connections, base one and base two, at 
opposite ends of an IM-type silicon bar. The 
emitter connection or junction is between the 
base connections on the opposite side of the 
bar and is usually closer to the base-two con- 
nection. The resistance of the bar is divided 
into two parts, Rg2 from base two to the 
emitter junction, and Rgi from base one to 
the emitter as shown in figure 8-2. Since the 
silicon bar acts as a resistive element, its 
voltage drop will be proportional to the resis- 
tance from base one to base two. The poten- 
tial at the emitter junction with respect to the 
base-to-base voltage will be in the same ratio 
as is the distance from the emitter to base 
one to the length of the bar. The portion of 
the base-one-to-base-two voltage that appears 
at the emitter junction is called the intrinsic 



standoff ratio (17). Since the emitter connec- 
tion is a P-N junction, it will not conduct so 
long as the voltage applied to the emitter is 
less than that of the bar at the junction. With 
this junction reverse-biased, the emitter-to- 
base-one circuit is nearly an open circuit and 
the base-two-to-base-one circuit is a relatively 
high resistance. These characteristics allow 
the UJT to isolate two circuits, especially be- 
tween emitter to base one. When the emitter 
voltage causes the emitter junction to be 
forward-biased, holes are injected into the 
silicon bar and the result is that conductivity 
is greatly increased between the emitter and 
base one. This is illustrated by a reduction in 
Rgi, figure 8-2(A). The new value of Rg<|, or 
the saturation resistance, changes from several 
thousand ohms to as low as 30 to 50 ohms 
very quickly. This will also significantly re- 
duce the resistance from base one to base two. 
This sudden conduction characteristic makes 
the UJT an ideal device for supplying the fir- 
ing current to an SCR. 



52 



MOTOR CONTROLS 



EXPERIMENTS TRANSISTOR/SCR CONTROL 





'B1 



Fig. 8-3 Basic UJT Relaxation Oscillator 



A typical UJT circuit for SCR control is 
shown in figure 8-3. The basic UJT trigger 
circuit used in SCR control circuits is a simple 
relaxation oscillator. In this circuit, the capac- 
itor, Ci, is charged through Ri until the 
emitter voltage reaches the voltage where the 
emitter junction is forward-biased. At this 
time the UJT turns on and discharges Ci 
through Rg<| and Rg2- When the emitter 
voltage reaches a value of about 2 volts with 
respect to base one, and the emitter current 
drops below the valley current, the emitter 
ceases to conduct. The UJT turns off and 
the cycle is repeated. The period of oscilla- 
tion, T, is fairly independent of the supply 
voltage and temperature. The period T can 
be found by 



t=7 =r i c i 



Kn T^ = Z3R i c i log ioTT^ 



where r\ = intrinsic standoff ratio. 

The design limits of the UJT relaxation 
oscillator are very broad. Usually Rg-j is 
limited to a value below 100 ohms but it may 
be as high as 2k or 3k ohms in some cases. 
Resistor R<| will probably be between 3k 
ohms and 3 megohms. The lower limit is set 



by the requirement that the load line formed 
by Ri and Vi intersect the emitter curve to 
the left of the valley point or the UJT will not 
turn off (see figure 8-4). In other words, the 
voltage divider formed by Ri and the satura- 
tion resistance of the UJT must be a ratio 
such that is below the cut-off value of 
about 2 volts. The upper limit for R<| is set 
by the requirement that the current flowing 
into the emitter at the peak point must be 



1Gt— ^V-, = 15V 



IF Ri IS SMALLER THAN 
THIS THE UJT WILL NOT 
TURN OFF. 




I F (mA) 



Fig. 8-4 Limiting Condition for Rj 



53 



EXPERIMENT 8 TRANSISTOR/SCR CONTROL 



MOTOR CONTROLS 




Fig. 8-5 Unijunction Circuit for SCR Control 



greater than l p for the UJT to turn on. The 
range of supply voltage, Vi, is usually from 
about 10 to 35 volts. The low value is deter- 
mined by the required signal levels and the 
high value is determined by the allowable peak 
power dissipation of the UJT. 

As mentioned above, the UJT relaxation 
oscillator is relatively insensitive to the supply 
voltage value. This is because the UJT con- 
ducts when the emitter reaches a certain per- 
cent of the base-one-to-base-two voltage which 
is about the same as the supply voltage. With 
a particular RC time constant, C will charge 
to a certain percent of the applied voltage in 
the same time, regardless of the value of the 
supply voltage. Since the UJT relaxation os- 
cillator has this characteristic of being insensi- 
tive to supply voltage, it can be supplied from 
a rectified and unfiltered source. This allows 
simplification of the circuit and provides a 
means of synchronizing it as a phase control 
circuit. Figure 8-5 shows the UJT relaxation 
oscillator operating from a rectified and un- 
filtered voltage and used to fire a silicon- 
controlled rectifier. 

The voltage between points A and B is a 



full-wave rectified positive pulse and the RC 
time constant is such that the UJT will con- 
duct before the end of each half-cycle. In 
fact, Ri can be changed such that the UJT 
will conduct from very early in the half-cycle 
to near the end of the half-cycle. If the in- 
trinsic standoff ratio of the UJT is about 0.63, 
which is a reasonable figure, then the UJT will 
conduct after about one time constant. With 
R-I = 10 kfl and C = 1.0 /iF f the time con- 
stant (r) equals 0.01 seconds. The half-cycle 
pulse is 1/120 of a second so a time constant 
of 1/100 second is long enough to give a good 
range of control. 

The resistor R-| is returned to base two 
rather than the source voltage to help prevent 
too much emitter current when the emitter 
base-one resistance is low. With no resistor in 
series with R 1 , and when R 1 is at a minimum, 
a large current would flow from the soured 
through the base along with the discharge cur- 
rent from C. Figure 8-6 shows waveforms of 
the circuit in figure 8-5 and shows Vb2 drop- 
ping, which would help to reduce the peak 
base current. Also, a resistance could be 
added in series with R<| as a minimum resis- 



54 



MOTOR CONTROLS 



EXPERIMENTS TRANSISTOR/SCR CONTROL 




Fig. 8-6 Waveforms for the Circuit in Figure 8-4 



tance to protect the base junction. A firing 
angle of zero cannot be attained because the 
capacitor, C, has to charge enough to supply 
the energy needed to fire the SCR. 

This circuit can be made a little more 
linear by adding a zener diode regulator. This 
also permits using a larger voltage and achiev- 
ing a firing angle closer to zero. Figure 8-7 
shows the waveform change when using the 
zener-regulated voltage source. 



It can be seen in figure 8-7 that by using 
the zener regulator, a larger voltage source can 
be used and then regulated down to a safe 
value for the UJT circuit. Since the larger 
applied voltage is regulated to certain values, 
the voltages increase to this value more quick- 
ly than does the unregulated voltage. This 
makes possible the charging of C to the UJT 
firing voltage sooner, which, in turn, fires the 
SCR so that the firing angle can be adjusted 
closer to zero degrees. 




MAX. SAFE VOLTAGE 
FOR UJT 



CHARGE NEEDED ON C 
TO FIRE; SCR 



MINIMUM FIRING ANGLE (REGULATED) 



Fig. 8-7 Comparison of Regulated and Unregulated Supply Voltages 



55 



EXPERIMENTS TRANSISTOR/SCR CONTROL 



MOTOR CONTROLS 



MATERIALS 

1 Multimeter 
1 Oscilloscope 

1 Variable AC voltage source, 0-50V 
1 Transformer, 1:1 center tap secondary 
1 Unijunction transistor, 2N2160 

or equivalent 
1 Potentiometer, 10k-ohm 1W 
1 Capacitor, 1.0 mF 600W, VDC 

PROCEDURE 

1 . Build a circuit as shown in figure 8-8 

J K 



1 Transformer, 1:4 

2 Resistors, 5k-ohm 

4 Diodes, 1N319 or equivalent 
2 SCR type CE106 or equivalent 
1 AC fan motor, 110V AC 
1 Resistor, 1k-ohm 5W 
1 Zener diode, 20V 
1 Stroboscope 



AC 
SOURCE 



VARIABLE 
AC 
SOURCE 




Fig. 8-8 Unijunction Control Circuit 

2. Sync the scope on the line voltage so that the sweep starts near zero volts on the positive 
going slope. Note where the zero point is on the negative going slope. Observe the wave- 
form across capacitor C. You should be able to vary the negative going slope from near 
zero degrees to near 180°. 

3. Construct the circuit in figure 8-9 and connect it to the secondary of T2 in figure 8-8. 

T., • 



47n 

r-WV 




SCRi 



47^ 



115V AC 



SCR 2 U 2 



A 

i 



FAN MOTOR 



Fig. 8-9 Circuit for Phase Control of an AC Load 



56 



MOTOR CONTROLS 



EXPERIMENTS TRANSISTOR/SCR CONTROL 




I 1 * 1 T 2 

Fig. 8-10 Modified Control Circuit 



4. Take data and plot motor speed (co) versus the AC voltage across the motor (V m ) 
(measured with the multimeter). 

5. Measure and plot the value of R3 (figure 8-8) versus the AC voltage across the motor. 

6. Record and plot the firing angle (0) of the SCRs versus the AC voltage across the motor. 

7. Modify the control circuit of figure 8-8 as shown in figure 8-10. {Add Rr, D3 and in- 
crease the voltage). 

8. Record and plot the SCR firing angle versus the value of R3. 

9. Modify the circuit in figure 8-9 as shown in figure 8-1 1 . 

10. Observe and compare the waveforms across the motor and compare the control of the 
motor with that of the previous circuit (step 9). 



SCR* 



PRIMARY 



D 2 T 2 SECONDARY Q 



115V AC 



MOTOR 

<=> 



Fig. 8- 1 1 Circuit for SCR Control 



57 



EXPERIMENTS TRANSISTOR/SCR CONTROL 



I 

MOTOR CONTROLS 





CO 


R 3 


e 











Results, Figure 8-8 Results, Figure 8-10 

Fig. 8-12 The Data Tables 

ANALYSIS GUIDE. The unijunction transistor makes possible a rather simple but effective 
circuit with low power consumption for phase firing of silicon controlled rectifiers. This type 
of circuit is easily adaptable to a variety of SCR circuit configurations. Discuss the results you 
got in the experiment and compare them to other types of SCR control. 

PROBLEMS 

1 . What might be the two main advantages of using a unijunction transistor in an SCR 
control circuit? Explain. 

2. In what way does the pulse control give a distinct advantage over an ordinary RC 
diode phase shift circuit? 

3. How would you modify this circuit to respond to a small control voltage or current? 
Explain. 

4. Using catalogs determine the price of the UJT circuit in this experiment. 



58 



experiment 



9 



MOTOR CONTROL BY PULSE 
HEIGHT VARIATION 



INTRODUCTION. There are many ways of conveying control information. One method is to 
amplitude modulate pulses. In this exercise we will investigate the use of changing the height of 
pulses as a means of controlling a DC motor. 



DISCUSSION. One of the many means of 
sending information from one place to another 
is by means of a string of pulses that vary in 
height with respect to some function. The 
height of the pulse may be proportional to a 
voltage, temperature, speed, flow rate, or any 
one of many other functions depending on 
the transducer and modulation arrangements. 
A more complex function can also be con- 
veyed by a pulse train modulated in ampli- 
tude. 

Figure 9-1 shows a sinusoidal waveform 
represented by the variation in height of a 
series of pulses. Notice that the repetition 
rate of the pulses must be considerably higher 
than the frequency of the sinewave signal. In 
the case of a complex waveform, the repeti- 
tion rate of the pulses must be somewhat 
higher than the highest frequency component 



of the complex signal; otherwise, some of the 
information may be lost. 

The process of demodulation, or obtain- 
ing the original information from a train of 
pulses, may involve complicated circuitry or 
it may be very simple. If the pulses are sym- 
metrical (spacing and width the same) and are 
of constant amplitude, the average voltage is 
one-half the voltage of an individual pulse. 
The pulses in figure 9-2 are 10 volts in ampli- 
tude, and the average voltage is five volts. 
These pulses applied to a DC motor would 
provide the same power as would a five-volt 
DC source (neglecting inductive effects). If it 
were desirable to operate a 28-volt DC motor 
at full power from a train of such symmetrical 
pulses, the pulses would need to be 56 volts 
in amplitude. 



PEAK VALUE 




Fig. 9- 1 Sinewave Modulation of Pulse Amplitude 



10V 



T 

5V 



AVERAGE 
VOLTAGE 



Fig. 9-2 Average Voltage of a Pulse Train 



59 



EXPERIMENT 9 MOTOR CONTROL/PULSE VARIATION 



MOTOR CONTROLS 



LOW LEVEL SIGNAL 



AVERAGE 
DC LEVEL 



pulse nln n power 

AMP LOAD 



amplifier n n n shaper nln 

ruukiui ti n nil II II MnnnlHtni — i 

'H l_l 




Fig. 9-3 DC Control by Variation in Pulse Amplitude 



Among the advantages in handling in- 
formation in the form of variations in pulse 
amplitude are those relating to amplification. 
The train of pulses can be considered as an 
AC signal that is clamped to zero. There are 
some problems in achieving stable gain, multi- 
ple stage coupling, and proper zero reference 
with DC amplifiers. This is usually accom- 
plished by some process of chopping, or some 
other method of periodic referencing and 
feedback. Information being conveyed by the 
amplitude of pulses in a train is the same as 
the chopped DC, but can also be handled as a 
clamped AC by more conventional AC-coupled 
amplifier stages. Stability and multistage 
coupling are not so much of a problem with 
AC amplifiers. 

The pulses in the pulse train do not need 
to be symmetrical in order to convey the de- 
sired information. Figure 9-3 shows a block 



diagram of a possible technique for DC motor 
control using relatively narrow pulses that 
vary in amplitude. 

Low level signals can be transmitted 
easily and amplified to the desired level. Then 
the pulses can be shaped or extended to the 
desired width and used to drive the power am- 
plifier or device that operates the load. In 
this type of circuit, the power amplifier is 
acting as an impedance in series with the 
motor and power supply. 

In the circuit of figure 9-4, the voltage 
of the power source is equal to the average 
value of the pulses times the voltage gain of 
the power amplifier. If the voltage gain of the 
power amplifier is varied from zero to one, 
the average voltage across the motor will vary 
from zero to the average amplitude of the 
pulse train. With the power amplifier voltage 



PULSES in 





E p = AVERAGE VOLTAGE 
OF PULSES 



A pa = VOLTAGE GAIN OF 



POWER AMP 



Fig. 9-4 Motor Control by Pulse Amplitude Variation 



60 



MOTOR CONTROLS 



EXPERIMENT 9 MOTOR CONTROL/PULSE VARIATION 



PULSES 



i — i 



pa 



DC 

SUPPLY 



ID 



MOTOR 



(A) EQUIVALENT CIRCUIT 



PULSES IN 



E 



DC 

SUPPLY 



W CONTROL CIRCUIT 

Fig. 9-5 An Equivalent Circuit and Simple Control Circuit 



gain held constant at one, for example, the 
average voltage across the motor, and the 
speed of the motor, can be controlled by the 
amplitude of the pulse train. 

Since the power amplifier furnishes the 
power to operate the motor, it must operate 
from a power source. Figure 9-5 (A) shows a 
simple circuit analogy for this type of motor 
control and figure 9-5 (B) shows the actual 
circuit. 

An important consideration in this cir- 



cuit is the power rating of the amplifier. The 
maximum power dissipation in the amplifier 
will occur when the input impedance of the 
motor and the output impedance of the am- 
plifier are equal. When this is the case, the 
voltage of the source is equally divided be- 
tween the two, and the motor and the ampli- 
fier dissipate the same amount of power. But, 
notice that the motor is not operating at one- 
half its rated power. If the total resistance in 
the circuit is doubled, the current is reduced 
to one-half the original value, and the voltage 
is equally divided. The power dissipated by 



61 



EXPERIMENT 9 MOTOR CONTROL/PULSE VARIATION 



MOTOR CONTROLS 



the motor would then be one-half its normal 
current times one-half its normal voltage, or 
one-fourth its normal power. The minimum 
power rating of the amplifier would then be 
one-fourth of the maximum power to be de- 
livered to the motor. If the motor in figure 
9-5 offers a constant three-ohm impedance, 
and the power source is 12 volts, then the 
voltage, current, and power functions will vary 
as shown in figure 9-6. Since the amplifier 



basically serves as a resistor, the power curve 
for the resistor is also the power curve for the 
amplifier: 

E|y| = voltage across the motor 
Ep = voltage across the series resistor 
I = current supplied by the power 
source 

P|YI = power delivered to the motor 
Pp = power dissipated in the resistor 




VALUE OF H IN OHMS 



Fig. 9-6 Voltage, Current, and Power Curves 

MATERIALS 

1 DC motor, 28 volts 1 Resistor, 47£2, 2W 

1 Pulse generator (1kHz - pulse 1 DC P ower supply, 0-40 volts 

width 250 to 900 ms) ! Multimeter 

1 NPN Transistor - Power, 2N3055 1 Stroboscope 
or equivalent. 



62 



MOTOR CONTROLS 



EXPERIMENTS MOTOR CONTROL/PULSE VARIATION 



PROCEDURE 

1 . Construct the circuit shown in figure 9-7. 



PULSE 
GENERATOR 




Fig. 9-7 The Experimental Circuit 



T = 250 jus 


T = 500 jus 


T = 750 ms 


T = 900 jus 


V P 




CO 


V P 




CO 






CO 


v p 




CO 



























Fig. 9-8 The Data Table 
63 



EXPERIMENT 9 MOTOR CONTROL/PULSE VARIATION 



MOTOR CONTROLS 



2. Set the pulse generator for 1kHz pulses, 500 microseconds in width. 

3. Increase the pulse amplitude (Vp) in two-volt steps from zero to 30 volts and record the 
average motor voltage (V m ) (as read by a voltmeter) for each pulse amplitude and the 
motor speed (co). 

4. Change the pulse width to 250 microseconds and repeat step 3. 

5. Change the pulse width to 750 microseconds and repeat step 3. 

6. Change the pulse width to 900 microseconds and repeat step 3. 

7. Plot a graph of the power dissipated in the motor (V m 2 may be used since it is propor- 
tional to P m > and in the transistor versus the pulse amplitude as in step 3 with the pulse 
width at 900 microseconds. 

8. Plot a curve of motor speed versus pulse height for each pulse width. 

ANALYSIS GUIDE. In analysis of the data taken during this experiment, you should take par- 
ticular note of the range of motor voltage with respect to pulse width as pulse amplitude is 
varied. Also, the power dissipated in both the amplifier and the motor should be noted. Discuss 
the relationship between motor speed and pulse amplitude for various pulse widths. 

PROBLEMS 

1. Plot a graph of the motor voltage and computed average voltage for each width of 
pulse versus the pulse amplitude. 

2. What effect does the pulse width have on the range of motor control? Why? 

3. If motor control information is represented by the amplitude of narrow pulses, 
why is a pulse shaper needed to make the pulses wider? 



64 



experiment // / DIGITAL MOTOR CONTROL 



INTRODUCTION. Pulse width variation and pulse frequency variation are two ways of using 
constant amplitude pulses to convey information. The speed of DC motors can be easily and 
efficiently controlled by these two types of digital information. 



DISCUSSIOlM. Many applications of motors 
require a wide range of speed variations or 
control. A series DC motor is particularly use- 
ful where variable speed and high starting 
torque are required. One of the simplest 
methods used to control the speed of a motor 
is to control the input power to the motor. 

The most common method of speed con- 
trol of small motors is to use a variable resistor 
in series with the motor. The power is divided 
between the resistor and the motor with the 
result of power loss in the resistor. This 
causes poor efficiency and requires a resistor 
with a high power rating. Another disadvan- 
tage is poor speed regulation when the motor 
load changes. 

A digital or switching mode of control is 
much more efficient and has much better 
speed regulation as motor load is changed. It 
allows more power handling capability with 
fewer and smaller components. 

A digital system deals with discrete values 
or numbers in contrast to the analog system 
which deals with values on a continuously 
variable scale. A simple example is a rheostat 
and a resistance decade box. The resistance 
of a decade box can be varied only in discrete 
amounts that can be precisely read and dupli- 
cated. The rheostat can be changed in resis- 
tance along a continuous range, but the value 
at any point can be read only as accurately as 



the dial can be calibrated and interpreted. 
The duplication of a specific setting is also 
subject to the accuracy of reading and posi- 
tioning of the dial. In analog computers the 
information is represented by changing levels. 
Amplifier gain and drift become very critical 
because they affect the accuracy of the com- 
puter output. Accumulative error from several 
stages is a serious problem in analog com- 
putors. 

The digital computer usually processes 
information in the binary (base two) number 
system. Since there are only two values in 
the base two system, zero and one, the cir- 
cuits will usually operate in one of two stable 
conditions: saturation or cutoff. Informa- 
tion is converted to a binary number with the 
number of digits depending on the accuracy 
needed. All of the computer processes are 
carried out as arithmetic functions with the 
only error being rounding of numbers or com- 
plete circuit failure. Errors due to circuit 
gain, drift or other instabilities are almost 
nonexistent. 

Switching mode motor control has some 
distinct advantages even though it may not be 
completely digital. As previously mentioned, 
motor control is usually accomplished by 
varying the input voltage or power. As an 
example, a 28-volt motor that draws 2 amps 
under full load is to be operated at one-fourth 
full power or 14 watts input power. If a 
series resistor or other device is used as shown 



65 



EXPERIMENT 10 DIGITAL MOTOR CONTROL 



MOTOR CONTROLS 




(C) 1/4 POWER 



Fig. 10-1 Motor Control By Using Series Resistance and Switching 



in figure 10-1 (B), it will consume as much 
power as the motor, assuming the motor im- 
pedance remains relatively constant. To oper- 
ate the motor at one-fourth power in the 
switching mode technique shown in figure 
10-KC), full power is applied to the motor 
for one-fourth of the time, and switched off 
for three-fourths of the time. The average 
power supplied to the motor is, then, one- 
fourth of the full power. While in the off 



condition, ideally no current flows so no 
power is lost in the control device. If the 
control device drops about one vojt while in 
the on condition, which is typical of most 
semiconductor devices, it will consume power 
at the rate of two watts, but it is on only one- 
fourth of the time. Therefore, the average 
power consumed in the control circuit is about 
one-half watt, rather than 14 watts by the 
other method. 



66 



MOTOR CONTROLS 



EXPERIMENT 10 DIGITAL MOTOR CONTROL 



TRANSISTOR 
SWITCH 



I 



SPEED 
CONTROL 



0 



POWER ON 



POWER OFF 




MAXIMUM 
SPEED 

TIME 



HIGH 
SPEED 



MEDIUM 
SPEED 



SLOW 
SPEED 



1/100 SEC 



Fig. 10-2 Motor Control by Pulse Width Variation 



There are two basic ways of changing 
the average power delivered to a load by 
switching. One method is to vary the ratio of 
on— off time with constant frequency or rate 
of switching. The other is to have a constant 
on or off time and vary the frequency or rate 
of switching. These techniques might be con- 
sidered as pulse width and frequency varia- 
tion, respectively. Figure 10-2 is a block dia- 
gram of a switching mode motor control 
circuit and some typical waveforms showing 



pulse width variation to control the average 
power to the motor. 

If the pulse width or spacing were a 
digital function, the control system would be 
completely digital. With the pulse width or 
spacing being an analog function, the control 
circuit could be considered switching mode 
control with analog variation. 

The circuitry needed for controlling a 
small motor with a pulse train that is varied, 
either in frequency or width, is very simple. 



67 



EXPERIMENT 10 DIGITAL MOTOR CONTROL 



MOTOR CONTROLS 



28V 




28V 
DC MOTOR 



30V 



Fig. 10-3 Simple Switching Mode Control Circuit 



Figure 10-3 shows a power transistor being 
gated by a pulse input, 28 volts in amplitude. 
The motor is in the emitter circuit of a com- 
mon collector transistor circuit. This circuit 
has a voltage and current gain approximately 
equal to a and 0, respectively, of the transis- 
tor. The value of a is just a little less than 
one (.9 to .98, for example) and j3 might be 
over a hundred for small power units to as 
low as ten for high power units. For large 
amounts of power, switching units can be 
parallel and a driver amplifier will probably 
be needed to operate the power switch. 



Figure 10-4 shows a comparison of pulse 
width and frequency variation required to 
change the average voltage delivered to the 
motor. 

Since total power is the integral of the 
area under the power curve (pulses), the aver- 
age power is the average area over a period of 
time. The pulses are considered rectangular 
and of constant height, and the average volt- 
age is the percent of time "on". Knowing the 
average time "on" and the load resistance, the 
power to the load can be computed. 



PULSE WIDTH 



+30V 



AVERAGE 
VOLTAGE 

15V 0' 



+30V 



2V 0' 



ULTLfL rCRJUTJL 

. ;JinnnnrL 
ji n_ 



' ■ i i 

JUUUL 



(A) VARIA TION IN WIDTH WITH 
CONSTANT PERIOD 



(B) VARIATION IN PERIOD 
WITH CONSTANT WIDTH 



Fig. 10-4 Comparison of Pulse Width and Frequency Variation 



68 



MOTOR CONTROLS 



EXPERIMENT 10 DIGITAL MOTOR CONTROL 



MATERIALS 



1 Oscilloscope 

1 Multimeter 

1 DC motor, 28 volt 

1 DC power supply, 0-40V 

1 NPN power transistor 

PROCEDURE 

1. Construct the circuit shown in figure 10-5. 



1 Pulse generator (30 volt pulse variable 

frequency and width) 
1 Resistor, 47ft 
1 Rheostat, 15012, 15W 
1 Stroboscope 



PULSE 
GENERATOR 



47fi 



AW- 




30V — 

M) 28V DC MOTOR 



Fig. 10-5 Switching Mode Motor Control Circuit 

2. Set the pulse generator for 1kHz pulses and 30V positive amplitude. 

3. Record and plot the average voltage across the motor as the pulse width is varied from 
zero to 1000 jus. Also record and plot motor speed versus pulse width. 

4. Set the pulse width to 500 jus. 

5. Record and plot the average voltage across the motor as the pulse frequency is varied 
from 50 Hz to 2kHz. Also record and plot motor speed versus pulse frequency. 

6. Construct the circuit shown in figure 10-6. 

7. Measure and plot the motor voltage, speed, power, resistance of R, and power of R as the 
value of R is changed. 



30V 




28V DC 
MOTOR 



Fig. 10-6 Motor Control By Series Resistance 



69 



EXPERIMENT 10 DIG I TA L MO TOR CONTROL 



MOTOR CONTROLS 



Pulse Width Control 


Pulse Width 




CO 



Pulse Frequency Control 



Pulse Freq, 



j 



m 



CO 



DATA FROM STEP 3 



DATA FROM STEP 5 



Resistance Control 



m 



m 



CO 



DATA FROM STEP 7 



Fig. 10-7 The Data Tables 
70 



MOTOR CONTROLS 



EXPERIMENT 10 DIGITAL MOTOR CONTROL 



ANALYSIS GUIDE. There are several advantages to digital, or switching mode, motor control 
over analog control. One of these advantages that you should have become aware of in this ex- 
periment is the efficiency and simplicity of the control circuit. Discuss how your results indi- 
cated these advantages. 

PROBLEMS 

1. Did you find an advantage to either pulse width or pulse frequency variation over 
the other? Explain your answer. 

2. Make a graph showing the difference in efficiency between switching mode control 
and resistance control for a range of motor voltages. 

3. What would probably limit the frequency range of the pulses in a motor control? 

4. What would probably happen as the pulses become very low in frequency? 



71 



experiment / / THE TRIAC FOR AC MOTOR CONTROL 



INTRODUCTION. A fractional horsepower AC motor can be speed-controlled to some extent 
by controlling the applied voltage. Although there are several different devices that work satis- 
factorily, the triac makes possible one of the simplest circuits. In this exercise we will examine 
the use of a triac for small motor control. 



DISCUSSION. A triac is a three-element solid 
state switch similar to the silicon-controlled 
rectifier. The difference is that the triac can 
be triggered into conduction in either direc- 
tion. Triac is a generic term that was coined 
to identify this triode semiconductor device. 
Not only will the triac conduct in either direc- 
tion, it can be triggered into conduction with 
either a positive or negative pulse. Since the 
device will conduct in either direction, there 
is no cathode and anode; and the power ter- 
minals are simply terminals T-j and J2- Ter- 
minal T-| is the reference point for measure- 
ment of voltages and currents. Figure 11-1 
shows the physical structure, package, and 
symbol for a typical triac. 

The voltage and current characteristics 
of the triac are very similar to those of an 



SCR except they apply in both directions. 
Figure 11-2 (A) is a typical characteristic 
curve of an SCR showing forward and reverse 
breakover voltage (Vbr) with different values 
of gate current. 

Figure 11-2 (B) shows the same curves 
for a triac device. In quadrant one where T2 
is positive, the curves are very similar to those 
of the SCR. However, in quadrant three, 
where T2 is negative, the triac has the same 
curves as in quadrant one rather than just the 
zener characteristic of the SCR. In either odd 
quadrant, the gate current may be either posi- 
tive or negative. Although the two quadrants 
look the same, they may be a little different 
for some triac units. Figure 11-3 (A) is a cir- 
cuit using SCRs for full wave control of an 
AC induction motor. Figure 11-3 (B) is the 




GATE TERMINAL 1 



(A) PELLET STRUCTURE (B) PACKAGE (C) SYMBOL 

Fig. 11-1 The Triac Unit 

I 



MOTOR CONTROLS EXPERIMENT 1 1 TR I AC/AC MOTOR CONTROL 



QUADRANT I T2 POSITIVE 




(A) SCR (B) TRIAC 

Fig. 1 1-2 SCR and Triac Curves 



same control using a triac. The triac in figure with temperature change, by replacing R-| 
11-3 (B) can be fired with a sharper pulse, with a device called a diac. The diac consists 
which gives more stable operation especially of two four-layer diodes combined in the 




(B) TRIAC CIRCUIT 

Fig. 11-3 AC induction Motor Control Circuits 



73 



EXPERIMENT 1 1 TRI AC/AC MOTOR CONTROL 



MOTOR CONTROLS 




Fig. 11-4 Characteristics of the Diac 



same manner as the triac, which is two SCRs 
combined. The voltage current characteristics 
of a diac are shown in figure 11-4. 

The diac is nearly an open circuit until 
a critical breakover voltage is reached. Then 
it has a negative resistance characteristic until 
a prescribed voltage drop is established across 
it. This diac curve is very similar in shape to 
a triac curve with no gate control. The break- 
over voltage will vary, depending upon con- 
struction of the unit, and cannot be changed. 



In figure 11-5 the diac is in the gate cir- 
cuit of the triac. When the capacitor charges 
to the breakover voltage of the diac (which 
may be about 6 volts), the diac very quickly 
becomes a small voltage drop, discharging the 
capacitor C with a surge of current into the 
gate of the triac. 

Although this circuit has a limited con- 
trol range and a large hysteresis effect at the 
low end of the range, it is small, simple, and 
is suitable for many small-range applications 




TRIAC 



Fig. 11-5 Diac Used to Fire the Triac 



74 



MOTOR CONTROLS 



EXPERIMENT 1 1 TRI AC/AC MOTOR CONTROL 




Fig. 1 1-6 Fullwave Phase Control Circuit 



such as light control, heat control, and fan 
speed control. 

The hysteresis effect or snap-back can 
be observed when R p is increased until the 
diac does not trigger and then reduced gradu- 
ally. As Rp is reduced, the voltage across C 
increases. When the diac triggering voltage is 
reached, the diac discharges C to a lower volt- 
age so that the trigger voltage in the opposite 
direction on the next half cycle is reached 
earlier in the half cycle. Therefore, as the 
circuit begins to fire, it shifts in phase to an 
earlier or smaller phase angle. 

The operation of this circuit can be im- 
proved considerably by adding three circuit 
components which produce the circuit shown 



in figure 11-6. The addition of C2, R2 and 
R3, which is a second phase shift network, 
extends the range of control and reduces the 
hysteresis effect to a negligible amount. This 
circuit will control the power in the load from 
about 5 percent to about 95 percent of the 
power that the load would draw direct from 
the source. This circuit is, however, sensitive 
to supply voltage variations and will shift in 
operating phase with line voltage changes. The 
circuit operates better when inductive loads 
are connected between the two phase shift 
networks, between R m and R3 in figure 1 1-6. 
This provides line-referenced triggering at high 
firing angles and triac-referenced triggering at 
low firing angles. It helps reduce the unsy- 
metric triggering caused by phase shift in the 
load. 



MATERIALS 



1 OsciMoscope 

1 Triac (Type 40723 or equivalent) 
1 Diac (Type 1N5411 or equivalent) 

1 AC Fan Motor, 110V AC 

2 Capacitors, 0.1 /iF, 600W, DC 



1 Resistor, 47kfi 
1 Resistor, 68k£2 
1 Variable Resistor, 250kl2, 

linear taper, 1W 
1 Stroboscope 



75 



txrtHIMENT 11 TRI AC/AC MOTOR CONTROL 

PROCEDURE 

1 . Construct the circuit shown in figure 1 1 -7. 

0 



MOTOR CONTROLS 



FAN MOTOR 



Jy^ 250 kn 



115V AC 



g 7 



DIAC 



^T*S 0.1 



^TRIAC 



Fig. 1 1-7 Simplified Triac Control Circuit 
3. Construct the circuit shown in figure 11-8. 

— 0 — 



FAN MOTOR 



R 3 

68ktt 



115V AC 



J> 250kJ2 



47kn 




TRIAC 



DIAC 



0.1juF 



0.1/iF 



Fig. 11-8 Improved Triac Control Circuit 

4. Take the appropriate data and plot the motor voltage, speed, and R, resistance versus the 
triac firing angle. Show the hysteresis effect. 1 resiSTance versus the 



76 



MOTOR CONTROLS 



EXPERIMENT 1 1 TRIAC/AC MOTOR CONTROL 



First Circuit 



Second Circuit 



m 



CO 



m 



CO 



Fig. 1 1-9 The Data Table 

ANALYSIS GUIDE. Because of the electrical characteristics of the triac, you should have recog- 
nized some physical advantage of triac motor control circuits. You might also consider the cost 
aspect of the control circuit. Discuss the operation of your control circuit and compare your 
results to those you would get with SCRs. 

PROBLEMS 

1. How would you compare the operation of the two triac control circuits in this ex- 
periment? Explain and illustrate. 

2. What do you consider the main advantages of the triac? Be specific. 

3. What might be the application of a triac with respect to DC motor control? Would 
it have an advantage over an SCR? How? 

4. Using a catalog determine the price of the control circuit in figure 11-8. How does 
it compare to a typical SCR control of the same type? 



77 



experiment SYNCHRONOUS MOTOR CONTROL 



INTRODUCTION. A synchronous motor has characteristics that are very useful in certain appli- 
cations. Speed control of a synchronous motor is different from control of any other type of 
motor. This experiment is an introduction to some of the characteristics and advantages of 
synchronous motors. 



DISCUSSION. A synchronous motor is an 
AC motor operating from an AC voltage with 
its speed of rotation a direct function of the 
line voltage frequency and the motor's physi- 
cal construction. The speed of an AC syn- 
chronous motor is determined by the number 
of its poles and the line frequency. 

co = 120f/P or f=— X— = — 
2 60 120 

where co = Speed in RPM 

f = Frequency in Hz 
P = Number of poles 
60 = Factor equating minutes 
(RPM) and seconds (cps) 
2 = Factor for AC excited poles 
operating in pairs (one pole 
operates the same as two 
poles) 

The construction of synchronous motors 



varies considerably, but the general principles 
are the same. Some examples of construction 
will be presented to illustrate the principles of 
operation, but actual construction may vary. 
A synchronous motor consists of a stator (sta- 
tionary poles) and a rotor (rotating poles) very 
similar to other types of motors. One set of 
poles has a constant field and does not change 
with the AC line voltage. 

These poles may be induced, permanent, 
or excited by a DC current. Large motors 
usually have DC-excited fields. The other set 
of poles is excited by and will change with 
the line voltage. It does not make any differ- 
ence which set of poles rotates and which set 
is stationary, but usually the constant field 
poles rotate. For the purpose of this discus- 
sion, the rotor will have the constant field, 
and the stator will be excited by the line 
voltage as shown in figure 12-1. The field 




Fig. 72-7 Synchronous Motor Construction 



78 



MOTOR CONTROLS 



EXPERIMENT 12 SYNCHRONOUS MOTOR CONTROL 





<v hr K 

90° 18 0° 270° 



Fig. 12-2 Operation of the Synchronous Motor 



created by the two AC-excited field coils can 
be considered to be rotating, in either direc- 
tion, in 180° steps. During the first half cycle, 
one pole will be a magnetic north pole and 
the other will be a magnetic south pole. Dur- 
ing the next half cycle, the field has rotated 
one-half turn because the poles have reversed. 
Each succeeding half cycle will reverse the 
poles, which represents a one-half revolution 
of the rotating field. With two poles, the 
field rotates one revolution for each cycle of 
excitation voltage. 

The reaction between the field and the 
rotor is shown in figure 12-2. When the line 
voltage is zero and about to start on the posi- 
tive excursion, the north permanent pole is 
just passing the pole that is about to become 
a north pole. The same is true for the south 
poles. As the excited poles become strong, 
they repel the rotor. The rotor turns and, as 
the permanent pole is midway between the 
excited poles, their field is the strongest. As 
the permanent north pole approaches the ex- 
cited south poles, and vice versa, the excited 
poles are decreasing in strength toward zero 
as the poles pass. Then the excited poles re- 
verse and increase, again keeping the rotor in 



motion as long as it stays in step with the 
field. If the rotor is stationary and the fields 
are excited, it will start to rotate in first one 
direction and then the other as the poles re- 
verse. The rotor develops continuous torque 
in one direction only when rotating in syn- 
chronization with the field. As the load 
changes, the rotor will shift in phase with the 
rotating magnetic field but will stay in syn- 
chronization, or cease producing torque and 
stop. 

Since the rotating magnetic field is mak- 
ing exact half-tu.Ti steps, it could be consid- 
ered to be rotating in either direction. The 
rotor will operate equally well in either direc- 
tion after it is started. Because it does not 
produce torque out of synchronization, the 
synchronous motor must be brought into 
synchronization by some means. It can be 
started by mechanically rotating the rotor to 
proper speed. This may be done by another 
motor, DC or nonsynchronous, either mechan- 
ically linked or on the same shaft. Also, the 
rotor may be modified to act as a synchronous 
induction motor until proper speed is reached. 
Low torque motors can be made to self-start 
by shaping of the poles and the pole fields. 



79 



EXPERIMENT 12 SYNCHRONOUS MOTOR CONTROL 



MOTOR CONTROLS 



There are two distinct characteristics of 
a synchronous motor. One, as mentioned 
above, is the direct relationship between the 
speed and the line frequency. The other is 
the power factor characteristic. Large syn- 
chronous motors can be made to operate with 
a leading, zero, or lagging power factor by 
changing the DC excitation to the permanent 
fields. Conventional motors, because of their 
inductance, cause a lagging power factor. 
When adjusted to operate at a leading power 
factor, the synchronous motor can improve 
the overall power factor of a system that may 
otherwise be operating with a lagging power 
factor. Also, synchronous motors are often 
more efficient than other types, especially in 
the larger sizes. 



Although the rotor of the synchronous 
motor follows the rotating magnetic field, 
relating frequency and speed, the instantane- 
ous speed may fluctuate, meaning the rotor 
will shift its phase relationship to the rotating 
field. Often this type of motor tends to 
"hunt", alternately leading and lagging the 
rotating field. If the load is changed too 
abruptly, the motor may hunt too much, slip 
out of phase, and stall. 



Small synchronous motors, such as those 
used in clocks and control timers, do not have 
any separate DC excitation. These motors are 
usually hysteresis or reluctance types, but 
some of them have permanent magnet rotors. 
A small timing motor with a permanent mag- 
net rotor will operate as previously described 
but can be made self-starting. This is done by 
shaping of the permanent and excited poles 
and by the position relationship of the stator 
and rotor poles along with a ratchet assembly 
to keep it from starting in the wrong direction. 



When the rotor of a split-phase motor 
has properly-designed salient (shaped) poles, 
it will start as an induction motor and run at 
a synchronous speed. The rotor comes up to 
nearly synchronous speed by induction-motor 
action with a comparatively light load. As the 
slip becomes negligibly small, the revolving 
field permanently magnetizes the projecting 
rotor poles. The rotor poles then "lock in 
step" with the revolving fields of opposite 
polarities and continue to rotate at synchro- 
nous speed. This type of motor is called a 
reluctance motor, getting its name from the 
variable magnetic reluctance of the air gap. 
When the number of salient poles on the rotor 
is greater, by some multiple, than the number 
of electrical poles on the statoc, the motor will 
operate at a constant average speed that is a 
submultiple of the apparent synchronous 
speed and is called a subsynchronous reluc- 
tance motor. 

When the rotor of an induction motor 
is built up of specially-hardened steel instead 
of the usual silicon steel, the effect of hy- 
steresis is greatly magnified. As a result, the 
rotor will operate at synchronous speed be- 
cause the hysteresis property of the rotor 
strongly opposes any change in the magnetic 
polarities once they are established. Many 
electric clock motors operate on the hystere- 
sis-motor principle. In the telechron design 
in figure 12-3, a two-pole revolving field is 
introduced into a sealed, thin metal cylinder 
in which a shaft, carrying one or more hard- 
ened magnetic steel discs, drives a gear train. 
This motor is self-starting by the shaded pole 
induction method. 

A very popular method of construction 
for timing motors is shown in figure 12-4. 
The shape of the stator poles has the same 
effect on start and direction of rotation of 
the armature as the shaded poles in figure 12-3. 



80 



MOTOR CONTROLS 



EXPERIMENT 12 SYNCHRONOUS MOTOR CONTROL 



•HARDENED MAGNET STEEL DISKS 



SHADING COIL- 















CD 


0 







'EXCITING COIL 



Fig. 12-3 Telechron Type of Hysteresis Motor for Operation of Clocks 



STATOR 
LAMINATIONS 




ROTOR 
SHAFT 



STATOR POLES B' — ' 

VIEW B-B'-TOP PLATE 



STATOR 
WINDING 




ALUMINUM 
DISC 



IRON RING 



VIEW A-A'-ROTOR 



Fig. 12-4 Construction of a Typical Synchronous Timing Motor 



MATERIALS 

1 Audio generator 

1 Transistor Drive Transformer 
(500ft CT - 200fi CT) 

2 Power Transistors (type 2N3055 
or equivalent) 



2 Diodes (type 1N3639 or equivalent) 
1 Transformer, 4:1, low side centertapped 
1 DC power supply, 0-40V 
1 Synchronous timing motor (1 15V, 60Hz) 
1 Stroboscope 



81 



EXPERIMENT 12 SYNCHRONOUS MOTOR CONTROL 
PROCEDURE 



MOTOR CONTROLS 



1 . Connect the synchronous motor to the 1 1 5V, 60 Hz line, and check the rotor speed. 

2. Construct the circuit in figure 1 2-5. 

NOTE: If PNP transistors are used, reverse the DC power supply polarity and 
the diodes. 



TRANSISTOR 
DRIVER TRANSFORMER 







AUDIO 
OSCILLATOR 









SYNCHRONOUS 
MOTOR 




Fig. 12-5 Circuit for Speed Control of Synchronous Motor 

3. Set the DC power supply to 30 volts and the frequency of the audio oscillator to 60 Hz. 

4. Increase the output level of the audio oscillator a little beyond the point at which the 
motor begins to run smoothly. 

5. Check the speed of the motor rotor and compare it with that of step one. 

6. Record and plot the motor speed versus the oscillator frequency as the frequency is 
changed from 30 Hz to 350 Hz, or as high as the motor will continue to run in synchro- 
nization. 

7. In the mid-range, change the frequency of the oscillator a little but quite abruptly and 
observe how quickly the motor will attain the new speed, both faster and slower. 

8. Count the poles and compute the speed for several different frequencies. Compare this 
result to your frequency chart. Speed of motor when run from power line = 



82 



MOTOR CONTROLS 



EXPERIMENT 12 SYNCHRONOUS MOTOR CONTROL 



Frequency 


Speed 


Computed Speed 


30 Hz 






350 Hz 







Fig. 12-6 The Data Table 



ANALYSIS GUIDE. Many applications of synchronous motors rely on their speed character- 
istics. Consider, along with its constant speed application, the possibility of controlling its speed 
by a variable frequency supply. Discuss at least one variable speed synchronous motor appli- 
cation. 

PROBLEMS 

1. How would you account for an error between your computed and measured speed 
of a synchronous motor? 

2. Was there a significant amount of slip in the synchronous motor? How much? 

3. What are two applications of synchronous motors that are becoming very common 
in most homes? Be specific. How many might be found in a typical home? 

4. How do you account for your results in step 8? 



83 



experiment 



13 



INCREMENTAL MOTORS 



INTRODUCTION. The incremental motor, or stepping motor, is different from other types of 
motors It makes possible the simplification of control circuitry for precise mechanical position- 
ing. This exercise deals with the basic principles and operation of incremental motors 



DISCUSSION. Although the electrical step- 
ping motor has been used since the early 
1930s, it is only recently being considered for 
more widespread use. One reason for the de- 
lay in its use was because it is a digital device, 
and only recently have digital computers and 
other devices been developed for widespread 
use. Industrial applications include batch 
counting, process controls, and the accurate 
positioning and actuating of machine tools. 
Accuracies of machining or tool feeds to 
0.001, 0.0025, or 0.0001 inch-per-step can be 
achieved by proper mechanical drive mechan- 
isms. 



Types of motors other than incremental 
are analog devices, because their speed or 
amount of rotation is in some proportion to 
the power input and varies along a continuous 
scale. A specific amount of rotation cannot 
be achieved without the aid of feedback. Even 
with a digital or switching mode input, the 
output is analog. In this case, the motor per- 
forms as a digital to analog converter along 
with the electrical to mechanical conversion. 
The incremental motor is, however, a digital 
motor. For each pulse, it rotates a discrete 
step or specific amount, and it will rotate the 
exact same amount for each pulse. The size 
of the step depends on the construction of 
the motor and on the motor controller. A 
typical motor might have 10 or 12 steps per 
revolution. The output-shaft rotation per step 
may also be varied to achieve the desired sys- 
tem response by the selection of appropriate 



gear heads coupled to the motor. 

Stepping motors are different from step- 
ping switches or rotary solenoids in that the 
motors are power devices. There are only 
two basic types or principles of operation. 
One is the rotary solenoid-ratchet type, with 
mechanical "detenting" to hold it in position 
between steps. The other type is the phase- 
pulsed, synchronous-type motor. In general, 
the solenoid type is simpler in concept and 
easier to manufacture, while the phase-pulsed 
is more complex in theory but simpler in 
mechanization, which gives it several distinct 
advantages. The solenoid-ratchet devices op- 
erate by a solenoid stepping the armature one 
step at a time with a ratchet mechanism. A 
ratchet-pawl device is used for mechanical 
detenting. The ratchet and detenting is the 
key to the one-to-one correspondence between 
pulses in and position out. Both physically 
and analytically, this resembles local feedback. 
Usually two solenoids are mounted in opposi- 
tion for bidirectional rotation. 

The phase-pulsed steppers are more near- 
ly like other motors; in fact, certain types of 
AC synchronous motors can be used as DC 
stepping motors. Detenting (holding in posi- 
tion between steps) is accomplished magneti- 
cally, typically by interaction of the two 
magnetic fields of a permanent magnet rotor 
and a DC-excited field winding. Figure 13-1 
shows a two-view cutaway sketch of a syn- 
chronous motor with permanent magnetic 
poles in the rotor. 



84 



MOTOR CONTROLS 



EXPERIMENT 13 INCREMENTAL MOTORS 




TEETH IN THESE SECTIONS 
MUTUALLY OFFSET BY 1/2 
ROTOR TOOTH PITCH 



POLE WINDINGS 



Fig. 13- 1 Sketch of Simplified Step Motor 



The stator is made up of a two-phase, 
four-pole winding with a total of eight poles, 
and the rotor sections have ten teeth. To 
make an efficient magnetic structure, the 
rotor is made with two separate identical 
discs, separated by a cylindrical permanent 
magnet mounted so that one section is a north 
pole and the other section is a south pole. 
Proper magnet relationship is maintained by 
having the two sections offset by one-half a 
rotor tooth pitch. Figure 13-1 shows the 
path of the DC flux field and the AC or pulse 
flux field. Notice that the AC field does not 
pass through the permanent magnet so it is 
not demagnetized. 

Figure 13-2 shows a four-step sequence 
exciting the field poles to rotate the rotor. 
Remember that the field poles operate in pairs 
and that the two sections of the rotor are op- 
posite magnetic poles and are offset physically 
to align with the opposite field poles. 

Characteristics vary with the motor, but 
typical motors will precisely follow pulse 
rates from 0 to 120 pulses per second and can 
be slewed (driven faster but without the pre- 
cision) at rates exceeding 200 pps. In very 



gO 




Fig. 13-2 Sequence Showing Rotating Flux 
and Differential Indexing Action 

special applications, synchronous stepping may 
occur at rates up to 250 pps and slewing up 
to 800 pps. 

Special synchronous motors (enclosed 
permanent-magnet types) can be used as slow- 
speed AC motors or as incremental stepping 
devices. The motor construction consists of 
a permanent-magnet rotor and a two-phase 



85 



EXPERIMENT 13 INCREMENTAL MOTORS 



MOTOR CONTROLS 




Fig. 13-3 Switching Technique to Step a Synchronous Motor 



stator winding. Output torque is produced 
when current flows through the stator wind- 
ings and acts on the permanent-magnet rotor. 
Properly switching the DC voltage according 
to figure 13-3 will cause the motor to step a 
certain amount to a new position. 

Bipolar motors can be used for DC step- 
ping applications where the use of push-pull 
circuitry or a center-tapped power supply is 
not feasible. These motors have four wind- 



ings rather than two, which allows the voltage 
to be switched from one winding to another 
in such a way as to give the effect of reversing 
the current in one winding. Figure 13-4 
shows the circuit connection and switching 
sequence for stepping a four-winding motor. 
The switching can be accomplished by me- 
chanical switches, electromechanical relays, 
or electronic devices operating directly from 
a digital computer. 




SWITCHING SEQUENCE 



STEP 


SWITCH NO. 1 


SWITCH NO, 2 


1 


1 


G 


2 


1 


4 


3 


3 




4 


3 


5 


1 , 


1 


5 



Switching sequence for clockwise 
rotation; reverse sequence for 
count&rcfockwlse rotation. 



SWITCH 2 



Fig. 13-4 Switching Sequence for a Four-Winding Motor 

86 



MOTOR CONTROLS 



EXPERIMENT 13 INCREMENTAL MOTORS 



CW INPUT CHANNEL 



CCW INPUT CHANNEL 




MOTOR 



TRANSLATOR 



Fig, 13-5 Digital Control for Stepping Motor 



Since an incremental motor is a digital 
device, it is naturally frequently operated by 
digital circuits. Figure 13-5 shows how a step- 
ping motor is connected to digital circuitry 
in an industrial numerical control machine. 



Recent improvements in design and the 
increase in digital equipment indicate that the 
step motor will be used considerably more in 
the future. 



MATERIALS 

1 Step motor, 28V 

1 DC power supply, 0-40V 

1 Power transistor (type 2N3055 

or equivalent) 
1 Audio generator 
1 Capacitor, 10 /iF 50W, VDC 
1 Diode (type 1 N3639 or equivalent) 
1 Block and screw assembly with 

mounting hardware 
1 Set of pointers and dials for measuring 

shaft rotation and block movement 
1 Mechanical Breadboard 



87 



EXPERIMENT 13 INCREMENTAL MOTORS 



MOTOR CONTROLS 



PROCEDURE 
1. 



Set up system shown in figure 13-6. 

a. Connect the step motor to the block and screw assembly. 
Construct a scale to measure the block displacement. 

Connect a switch so that actuation in one direction gives CW steps and in the other 
direction gives CCW steps. 

Construct a dial and indicator for the angular rotation of the shaft. 



b. 
c. 

d. 



SPDT 
CENTER OFF 



STEPPING MOTOR 



POINTER 




DIAL AND 
POINTER 
'FOR ANGULAR 
MEASUREMENT 



Fig. 13-6 Experimental Setup 

2. Measure the number of steps per revolution of the shaft and the angular rotation per step. 

3. Measure the relationship between the number of steps and the linear displacement of the 
block. Use enough steps to minimize error in readings. 

4. Measure the backlash (in steps and block movement) by approaching a certain detent 
position from both directions. 

5. Disconnect the motor from the block and screw assembly and set up the circuit shown in 
figure 13-7. 



AUDIO 
OSCILLATOR 



10 M F 



-0 



STEP MOTOR 



©- 



A 

I 



30V DC 
<? 



Fig. 13-7 The Experimental Circuit 



88 



MOTOR CONTROLS 



EXPERIMENT 13 INCREMENTAL Motors 



6. With the oscillator at 20 Hz, increase the output amplitude until the motor steps 



cycle 



each 



7. Determine in RPM how fast the motor will step according to the oscillator frequency. 



No. of 
Steps 



Shaft Rotation 
(degrees) 



No. of 
Steps 



Block Displ. 
(mm) 



Maximum stepping rate =_ 



RPM 



Fig. 13-8 The Data Tables 

ANALYSIS GUIDE. The stepping motor is normally used in applications which require accurate 
repositioning. Explain why you feel that incremental positioning and repositioning would be 
easier to control than analog positioning. Discuss what happens when you try to step an incre- 
mental motor at too high a rate. 

PROBLEMS 



1. How can the problem of backlash be minimized in this type of position control? 

2. How can the ratio of linear position to steps be changed? Name several methods 
with their advantages and disadvantages. 

3. Would there beany problem with multiple gear reduction? If so, what? 

4. According to step 7, what might be a limitation of this type of stepping motor? 

5. Show a block diagram and give appropriate details of how a standard motor could 
be used for mechanical positioning to the same digital accuracy. Explain where 
necessary. 



89 



experiment 



TACHOMETER FEEDBACK 



INTRODUCTION. Tachometer feedback is often used in motor control circuits for improved 
system response. This exercise is intended to be an introduction to tachometer feedback 
principles. 



DISCUSSION. In many industrial applica- 
tions it is essential that the speed of moving 
materials or the rotational speed of revolving 
equipment be kept relatively constant. As an 
example, when the installation involves a 
group of interconnected motor-driven sections 
that must operate as a unit to move a continu- 
ous sheet or strip of processed material, the 
individual drives must be controlled through 
some type of speed regulator that not only 
coordinates the motion along the line to pre- 
vent pile-up and excess tension, but maintains 
a constant speed as well. In such mill opera- 
tions as galvanizing and tin plating of sheet 
steel or in the manufacture of paper, speed 
regulators are often called upon to maintain 
precise speed control, since the quality of the 
manufactured product, i.e., thickness of plat- 
ing or paper, is impaired if the speed is allowed 
to fluctuate. 

A common type of speed-sensing device 
is the tachometer generator which is driven 



INITIAL 



by the drive motor and provides a feedback 
signal to the motor control circuit. The ta- 
chometer output voltage is connected so that 
it is in opposition to the initial input signal. 
The input to the control circuit is the alge- 
braic sum of the two signals. A typical block 
diagram is shown in figure 14-1. 

An input voltage, E-|, is applied to the 
input network. The output of the network, 
E', is amplified by the amplifier which drives 
the motor with a certain signal E 0 . Providing 
the load is not too great, the motor will accel- 
erate toward some maximum speed determined 
by the amplifier output, motor characteristics, 
and amount of load. The tachometer output 
is proportional to the speed of its shaft, so as 
the motor accelerates, the tachometer output 
increases. As the tachometer output increases, 
it opposes or cancels an increasingly larger 
portion of the original input. Depending on 
the output rating of the tachometer and the 
design of the network, a speed will be reached 



CONTROL 



UT 



INPUT 
NETWORK 



CONTROL 
AMPLIFIER 



to — SPEED IN RPM 
MOTOR TACHOMETER 



LOAD 



E' 



t> J KZ>-0-<D 



FEEDBACK 



Fig, 14-1 Basic Tachometer Feedback System 



90 



MOTOR CONTROLS 



EXPERIMENT 14 TA CHOMETER FEEDBA CK 



AMPLIFIER 



MOTOR 



TACHOMETER 
LOAD 0-1 VOLTS/ 



REFERENCE 
SIGNAL 100V 




MOTOR & LOAD 
+ AMPLIFIER 

REF. 



<*i REV/MIN 
100(REV/MIN)/VOLT 



10V 




100 (REV/ 




MIN)/V 



SPEED ( 



TACHOMETER 



0.1V/(REV/ 
MIN) 



Fig. 14-2 Simple Servosystem with Tachometer Feedback 



that is stable. At this speed the tachometer 
feedback, 0, will cancel a portion of the input 
signal, E|. The resultant signal. E', is fed to 
the amplifier and amplified to E 0 , which is 
just enough to maintain the speed. When the 
load is decreased allowing the motor to run 
faster, the tachometer output increases, can- 
celling a greater portion of the input E t 'leav- 
ing the resultant signal E' and the amplified 
signal E c less, keeping the speed very near its 
original value. When the load is increased 
slowing the motor, the tachometer output 
decreases and allows a larger signal to be am- 
plified, increasing the input to the motor and 
keeping it very near the original speed. Of 
course, the load cannot be increased beyond 
the ratings of the motor and driving amplifier. 
The overall response or speed stability of the 
system will be determined by the design of 
the system, including the network parameter, 
gain of the amplifier, and characteristics of 
the motor and tachometer. 

The following example of calculating the 
motor speed and error signal is for the system 
shown in figure 14-2. The input network in 
this circuit is just a simple series feedback 
connection with no attenuation. The follow- 
ing is an example of the mathematical analysis: 



E' = Error Voltage 

E' = Input - Feedback from tachometer 
E' = E 1 - oj X tachometer volts/(rev/min) 
E'= E 1 - co G 

E' = 100 - 0.1 co volts differential input 
to amplifier (14.1) 

Amplifier output voltage = error voltage X am- 
plifier gain: 



E G =E'XA 



E o = 10E' 



(14.2) 



Motor speed = amplifier output voltage times 
the motor speed per applied volt: 



co = E Q X M 



co = AE' X M 
and substituting equation 14.2 
co= 10E' X 100 
co= 1000E' RPM 



(14.3) 



91 



EXPERIMENT 14 TA CHOMETER FEEDBA CK 



MOTOR CONTROLS 



By substituting equation 14.3 into equation 
14.1, 

E'= 100 - 0.1 X 1000E' 
E'= 100- 100E' 
101 E'= 100 
E' = 0.9901 

And now substituting back into equation 14.3, 

co = 1000 E' 

co = 990.1 RPM 
Now if we go back and combine equations 




«8> — D> 



S FB 



14.1 and 14.3 we can get an equation for the 
system: 

E'= - Geo and co = AE'M 
co - AM (E 1 - Geo) 
co = AME 1 - AMGco 
co + AMGco = AME 1 



co = 



AM \ 
^1 + AMG/ 



(14.4) 



If we consider AM in this circuit analo- 
gous to the amplification (A) for an amplifier 
and G to the feedback ratio, this equation is 
the same as that for finding the gain of a 
feedback amplifier as shown in figure 14-3. 



>^<iin>-r 



LOAD 



T 
I 
I 
I 
I 
I 



w = E 



( AM \ 
I VI + AMG / 




=OUT 



E OUT " E 1 



Fig, 14-3 Gain Equations for Closed Loop Systems 

92 



MOTOR CONTROLS 



EXPERIMENT 14 TACHOMETER FEEDBACK 



REFERENCE 
VOLTAGE 



100V 



100 V 



ERROR e 



TIME 



TRANSIENT 
ERIOD 



PEI 



STEADY^TATE 
'PERIOD 

J ^+ 0.9901V 

1 TIME 



SHAFT 
SPEED N 



REFERENCE SPEED 
1000REV/MIN 







SPEED ERROR 
9.9 REV/MIN 








^ TRANSIENT | 


STEADY-STATc 




Tperiod r 


PERIOD 







TIME 



Fig. 14-4 The Response of the System in Fig. 14-2 to a Step Change in Input Signal 



The response for the system in figure 
14-2, which is assumed to have some over- 
shoots during the transient period, is shown 
in figure 14-4. 

Position controllers differ from speed 
regulators in that no error exists under nor- 
mal operating conditions. A simple remote 
position control servosystem is shown in fig- 



ure 14-5. The input and output potentiom- 
eters form a bridge, with the bridge output 
being the amplifier input. When the input 
potentiometer is moved to a new position, 
the bridge is unbalanced, providing an input 
to the amplifier which drives the motor in the 
proper direction to bring the bridge back into 
balance. 



DC 

SUPPLY 




ERROR e = V 1 - V 2 
AMPLIFIER MOTOR 




LOAD 









— ) 




OUTPUT 
POTENTIO- 
METER (TRANS- 
DUCER) 



Fig. 14-5 Simple Remote Position Control Servosysti 

93 



em 



EXPERIMENT 14 TACHOMETER FEEDBACK 



MOTOR CONTROLS 



(a) INPUT 



(b) OUTPUT &2 



REQUIRED INPUT 



<c> (R) 



(d) ERROR 

B 2 




(e) ADDITIONAL INPUT 
I = R-ERROR 



(f) OUTPUT DERIVATIVE 
OF VELOCITY 

(de 2 /dt) 




Fig. 14-6 Waveform of Response of an Overdamped System to a Step Input, 
Showing Required Stabilizing Signal 



If a step input, 0], is caused by an 
abrupt change of the input potentiometer, 
figure 14-6(a), and an overdamped response 
is required (no overshoot) as shown in figure 
14-6(b), the amplifier input has to be modi- 
fied. The load must be accelerated between 
A and B, and decelerated between B and C, 
to stop at the desired position. The required 
input, R, shown in figure 14-6(c) is large and 
positive initially to provide torque to set the 
load in motion. It decreases to zero at B 
where it goes negative to decelerate the load 
to a stop at the desired position without over- 
shooting. The position error input to the am- 
plifier is shown in figure 14-6(d) and is the 



difference between the input and output po- 
tentiometers. The additional input needed is 
the difference between the required signal fig- 
ure 14-6(c) and the error signal (figure 14- 
6(d) ).\ 

Requi/ed input (R) = error + additional 
- input (I) 

I = R - error 

The waveform that satisfies the above equa- 
tion is shown in figure 14-6(e). 

The graph of the output shaft velocity, 
which is the derivative (slope) of the output 



94 



MOTOR CONTROLS 



EXPERIMENT 14 TACHOMETER FEEDBACK 



OUTPUT 

POTENTIOMETER 
(TRANSDUCER) 




Fig. 14-7 Remote Position Control Servosystem with Tachometer Feedback 



position curve is shown in figure 14-6(f). This 
curve is the right shape but the wrong polarity. 
If the polarity of this curve is reversed and 
subtracted from the input error signal, the 
proper waveform will be achieved. The out- 

MATERIALS 

1 DC motor, 28V, DC 1/100 HP 
at 7000 RPM 

1 DC tachometer generator, approxi- 
mately 3V DC/1000 RPM 

1 DC power supply (0-40V) 

1 Multimeter 

1 Stroboscope 

1 Set of mounting hardware for 
motor-tachometer drive 

1 Transistor, 2N3819 or equiv. 



put of a tachometer generator is directly pro- 
portional to the speed of rotation of the rotor, 
so it will give the additional signal needed 
when properly connected into the circuit as 
shown in figure 14-7. 



1 Transistor, 2N268 or equiv. 
3 Potentiometers, 1 meg.fi, 1/2W 

1 Circuit board 

2 Resistors, 1 megfi, 1/2W 
1 Resistor, 100fi, 1/2W 

1 Resistor, 1kfi, 1/2W 
1 Resistor, 5kfi, 1/2W 
1 Resistor, 3fi, 10W 



PROCEDURE 

1- Take data and plot the RPM versus volts graph of the motor by applying eight or ten 
different values of voltage and checking the speed. 

2. Take data and plot the RPM versus volts 
voltage at eight or ten different speeds. 



output for the tachometer by measuring the 



95 



EXPERIMENT 14 TACHOMETER FEEDBACK 



MOTOR CONTROLS 



3. Construct the circuit shown in figure 14-8, 



© +28VDC 




Fig. 14-8 Servo with Tachometer Feedback 

4. Measure the DC gain of the amplifier by plotting an input versus output voltage graph. 

5. Compute the stable RPM of the system. Show all calculations. 

6. Measure the stable RPM of the system and compare the results with step five. 



Motor Data 



V 



m 



CO 



Generator Data 



CO 



Amplifier Data 



V: 



Computed Stable RPM of system = 

Measured Stable RPM of system = , 

Fig. 14-9 The Data Table 



96 



MOTOR CONTROLS EXPERIMENT 14 TACHOMETER FEEDBACK 

ANALYSIS GUIDE. Tachometer feedback is frequently used in many types of control circuits 
Because of the nature of this feedback, it is used to improve the operation of control systems in 
several ways Discuss the extent to which your system effectively regulated the motor speed 
Discuss any difficulty that you encountered. 

PROBLEMS 

1. What does the mechanical linkage between the motor and the tachometer have to 
do with the equation for the loop gain? 

2. Would this type of system help to keep the motor at its maximum rated RPM or 
torque? Explain. 

3. Compare the function of the tachometer in a rate and a position system. 

4. Will a gear ratio in the mechanical linkage between motor and generator affect the 
system? How? 



97 



exoertmen t SERVOMECHANISMS 



INTRODUCTION. The subject of servomechanisms, from either a theoretical or a practical 
point of view, is an extensive and interesting study. This experiment is intended as a brief intro- 
duction to some of the basic concepts and applications of elementary servomechanisms. 



DISCUSSION. A servomechanism (servo) is a 
machine or mechanism designed to carry out 
orders. An example of a basic servo is shown 
in figure 15-1 and contains a DC motor, two 
batteries, and a switch. 

When the switch is in one position, the 
motor will rotate in one direction: when the 
switch is in the other position, the motor will 
rotate in the opposite direction. This circuit 
constitutes a simple servo. By using large 
motors and high power amplifiers or motor 
control circuits along with proper feedback, 
large jobs can be precisely done. Although 
the circuit in figure 15-1 is actually a servo 
because it responds to signals telling the motor 



which way to run, a true servo must not only 
control direction, it must also control the 
amount and/or speed of rotation. 

There are many control systems that do 
not require extreme accuracy and are used 
open-loop. Many motor speed control cir- 
cuits are open-loop systems. The open-loop 
system responds to a control signal to do a 
specific function, but there is no feedback 
from the output function to the input to in- 
sure that the output has responded satisfac- 
torily. A basic block diagram of a servo 
mechanism with feedback is shown in figure 
15-2. These systems usually operate with 
only negative feedback and in this discussion, 
feedback is understood to be negative. 



i — H| 



Fig. J 5-1 A Basic Servo 



98 



MOTOR CONTROLS 



EXPERIMENT 15 SE R VOME CHA NISMS 




ERROR 



I CONTKOL 

I 



Fig, 15-2 Block Diagram of a Servo with Feedback 



A servomechanism is a closed-loop sys- 
tem in which the output, or a portion of it, is 
fed back for purposes of comparison with the 
input, and the difference between the two is 
amplified and fed to an actuator so that the 
output follows variations of the input. Using 
servomechanisms it is possible to control 
automatically a vast number of physical quan- 
tities. This ability to control an almost un- 
limited variety of physical quantities has been 
made possible through a reduction of the 
problem of automatic control to its basic or 
fundamental elements, known as the general- 
ized servomechanism. 

The closed-loop circuits may be con- 
sidered as having certain common character- 
istics in that they all possess certain common 



elements. Insight into their common char- 
acteristics is a relatively recent development. 
Even though the ancient Egyptians knew about 
automatic lighting or transferring devices and 
James Watt developed a governor to maintain 
a constant speed for his steam engine, which 
was a typical servomechanism, an analysis of 
automatically-steered bodies published in 1922 
is credited with containing the first insights 
that led to contemporary servomechanism 
theory. Later, in 1932, an analysis of feed- 
back in electronic amplifiers provided general 
insights into the dynamic characteristics of 
control systems. World War II caused a de- 
mand for automatic control of radar antennas 
and guns which increased the general dissemi- 
nation and study of the properties of these 
systems. 



99 



EXPERIMENT 15 SERVOMECHANISMS 



MOTOR CONTROLS 



B inO 




Gtein-fcout' 

/ 



FEEDBACK 
NETWORK 




c out 



ERROR 
DETECTOR 



o- 



COMMAND OR 
REFERENCE 
OR SIGNAL 
INPUT 




e C e in-0 e out 



(At FEEDBACK AMPLIFIER 

ACTUATOR DAMPER 



CONTROLLER 
GAIN = G 



0<<W> 



TRANSDUCER 



♦ 

I 
I 



►O out 





LOAD 











CONTROLLED 
OUTPUT 



(B) GENERALIZED SERVOMECHANISM 



Fig. 15-3 



The similarity between the feedback am- 
plifier and the generalized servomechanism is 
shown in figure 15-3. The amplifier circuit 
in figure 15-3 (A) has a portion of the output 
fed back to the input through a feedback 
network. 

The feedback factor (3 is the ratio of the 
feedback to the output. The feedback signal, 
j3 times the output, is fed back in opposition 
to, or out of phase with, the input signal (neg- 



ative feedback) in order to obtain the desired 
results. Letting G represent the gain of the 
amplifier and 0 the feedback factor, the fol- 
lowing relationships exist: 



1 - j3G > 0 negative feedback exists 
1 - j3G < 0 positive feedback exists 
1 - jSG = 0 the system will oscillate 



100 



MOTOR CONTROLS 



EXPERIMENT 15 SE R VOME CHA NlSMS 



In figure 15-3 (A) the input to the am- 
plifier is the difference between the input 
e in and the feedback j3e out , or Error = e jn - 
/3e Qut . The output of the amplifier will then 
be the gain of the amplifier times the input to 
the amplifier, or e Qut = G X error. If for 
some reason the output tended to become 
too high, the feedback increases, thus decreas- 
ing the input to the amplifier bringing the 
output back to normal. In the same manner, 
if the output is low the feedback decreases 
which cancels less of the input or allows a 
larger signal to the amplifier, bringing the 
output back up to normal. The ratio of out- 
put to input for the system, e out /e jn , is the 
closed-loop gain of the system and can be 
found by combining the two expressions 
above for e Qut and error voltage. 



Error = ej n -/te, 



B out 



and 



c out 



= G Error 



Combined, this gives 



B out 



= G < e in-#W 



Solving for e Qut gives 



e out = Ge in " G ^ e out 



e out 



G ^ e out = Ge in 



e 0 ut< 1 +Gj3) = e in G 



e out e in \ iL + 

The feedback amplifier of figure 15-3 (A) 
is a specific case of the more generalized servo- 
mechanism shown in figure 15-3 (B). The 
primary function of the negative feedback is 
to give a constant output with a constant in- 
put regardless of such variables as temperature 
and load changes. Other advantages of nega- 
tive feedback are improved frequency response 
or response time, reduced distortion, and 
reduced noise. Figure 15-4 is a block diagram 
of a basic servo system that could operate 
with almost any units or quantities. 



Q 



= quantity of input function 
= quantity of output function 
= transfer ratio of the input function 

transducer 
= transfer ratio of the output 

function transducer 
= transfer ratio of the feedback 

function transducer 
= input signal 
= output signal 
= gain of signal amplifier 
= feedback factor 
Error = actual signal input to controller 
amplifier 



J in 

s o 
G 

0 



INPUT 




V ERROR 


CONTROLLER 
AMPLIFIER 
GAIN = G 






To 




LOAD 






i 











Fig. 15-4 Block Diagram of a General Servomechanism 



101 



EXPERIMENT 15 SE R VOME CHA NISMS 



MOTOR CONTROLS 



The generalized servomechanism may be 
used to control a number of physical quanti- 
ties, such as displacement, pressure, velocity, 
force, temperature, etc., in addition to electri- 
cal quantities such as current and voltage. 

Since the electronic voltage or current 
amplifier is probably most commonly used in 
servomechanisms, the input is considered to 
be a voltage input. This method of control 
involves the use of one transducer or actuator 
which converts the output of the amplifier 
to some quantity of a function, and another 
transducer which converts the controlled out- 
put quantity to an electric voltage for feed- 
back. A similar transducer may be used for 
providing the input function. 

As in the case of the feedback amplifier, 
the closed-loop gain of the system is expressed 
as 



rotations for the feedback amplifier and the 
servomechanism is shown below. 



/"\lll|Jlll Id 


^Prvnmpphsinicni 

uCI VUIIICUI lul II 31 11 


e in 


u i'i b in 


e out 


S o T o = Q o 


P 




G 


G 



The equation for the closed-loop gain of 
the servomechanism can be derived the same 
way as the gain of the feedback amplifier. 
By using the amplifier equation, 



closed-loop system gain 



output quantity 
input quantity 



A direct comparison can be made be- 
tween the voltage amplifier and the servo- 
mechanism. 

The quantity of input function, Qj, times 
the transfer function, Tj, of the input trans- 
ducer will give the input signal, Sj n , which 
compares to ej n for the voltage amplifier. 
The gain of the controller amplifier, G, and 
the transfer function of the output transducer, 
T Q , compares to the gain of the voltage am- 
plifier. To find the quantity of output func- 
tion, Q Q/ the error is multiplied by the gain 
of the controller amplifier, G, which gives 
Q Q = (Error)GT Q . In this circuit the feedback 
is 0 times the transfer function Tp of the 
feedback transducer. A comparison of the 



and substituting the functions from the chart, 
the gain equation for the servomechanism is 




If the amplifier operates with the same energy 
form at the input and output, a transducer for 
that function is not needed. This general ex- 
pression for the gain of a closed loop system 
should apply for any particular system by 
substituting the specific functions into the 
general equation. 

One other point that was not brought 
out previously is that there may be a mechan- 
ical linkage change between the output trans- 
ducer and the feedback transducer. This 
linkage change, such as a gear ratio, must be 
considered in the feedback expression for the 
system. 



102 



MOTOR CONTROLS 



EXPERIMENT 15 SE R VOME CHA NISMS 



MATERIALS 



1 DC Motor, 28V 

1 Tachometer generator (approximately 

3V DC/1000 RPM) 
1 Set of hardware for mounting and 

coupling motor and generator 
1 Chart recorder or oscilloscope 

1 Switch SPST 

3 Potentiometers, 1 meg£2, 1/2W 

2 Resistors, 1 meg£2, 1/2W 

PROCEDURE 



1 Resistor, 5k£2, 1/2W 

1 Resistor, 1kfi, 1/2W 

1 Resistor, 10012, 1/2W 

1 Transistor, FET 2N3819 or equivalent 

1 Transistor, 2N268 or equivalent 

1 Resistor 3£2, 10W 

1 Circuit board 

1 Multimeter 

1 DC power supply, 0 - 40V 



1. Assemble the servo mechanism shown in figure 15-5. 

2. Set the gain control for maximum gain and set the feedback control for mini 
feedback. 



minimum 



3. With St closed, adjust the input for a certain speed and the response recorder for a nomi 
nal reading. Then open . 

4. Close S,. Observe and compare the response time of the system at the tachometer 
output and at the drive motor input. 



+28VDC 





CHART 




RECORDER 




OR 




OSCILLOSCOPE 








Fig. 15-5 Servo System for Speed Control 
103 



EXPERIMENT 15 SE R VOME CHA NISMS 



MOTOR CONTROLS 



ANALYSIS GUIDE. The servomechanism is a very important part of electromechanical tech- 
nology. Understanding the operation and how to modify the response of servomechanism is a 
key to understanding electromechanical systems. Compare each of your responses to each other 
and discuss how feedback affects the results. 

PROBLEMS 

1. How will the gain of the amplifier affect the operation of the servomechanism? Is 
the gain value critical? 

2. What would probably be the limiting factor in how fast a servomechanism could 
respond to an input signal? 

3. What is the difference in operation of a system with input, output, and feedback, 
and a small servomechanism that is a component in the larger system? Explain. 



104 



EXPERIMENT 1 Name 

Date: Class Instructor 





'FO 


'g 


V CE 


R on 


■h 


Fig. 1-11 












The Data Table 













EXPERIMENT 2 

♦ 

Date: 



Name 
Class 



Instructor 



Condittons 


1^ 


v m 




CO 


Start 










6^ = 0 










Run 











Fig. 2-7 



The Data Table 



EXPERIMENT 3 
Date: 



Name , 

Class m Instructor 



CO 



m 



CO 



Fig. 3-13 The Data Tables 



EXPERIMENT 4 

Date: 



Name 
Class 



Instructor 



Condition 


DC 
bias 


5V AC 
bias 


10V AC 
bias 


1 R\/ AP 
I O V ML 

bias 


Start 










Run 











^.4-5 Values of/, 



EXPERIMENT 5 
Date: 



Name 
Class 



Instructor 



dv/dt 



(approx.) 



R 

(approx.) 


C=1.0mF 


C = 0.1 nF 


e 


V 


6 


V 













Fig. 5- 1 1 The Data Tables 



EXPERIMENT 6 
Date: 



Name 
Class 







Data from: Fig. 6-8 



Fig. 6-9 



CO 

(RPM) 



CO 

(RPM) 



Fig. 6-10 Fig. 6-11 

Fig. 6-12 The Data Tables 



EXPERIMENT 7 
Date: 



Name 
Class 



Instructor 



V BE 
V EE 


1=0, 
. = _E 


V BB 
V EE 


= 0, 
= +E 


V 
V 


BB = 5V « 
EE = + E 


V BB = 1 0V f 
V EE = +E 


V BB = 20V, 

v ee = +e 


V E 


'E 


V E 


'e 


V E 


'e 


'b2 


V E 


'e 


•b2 


V E 


'E 


'b2 




















: 









Fig. 7-5 The Data Table 



EXPERIMENT 8 
Date: 



Name 
Class 



Instructor 



V 



m 



CO 



V 



m 



1 



Results, Figure 8-8 Resu/tSf Figure 8 _ JQ 

Fig. 8-12 The Data Tables 



EXPERIMENT 9 
Date: 



Name 
Class 



T 


= 250) 


iS 


T 


= 500/ 


JLS 


T 


= 750 ms 


T 


= 900 /is 


V P 


l Vm 


CO 


V P 


V m 


CO 


v p 




CO 


V P 


V m 


CO 



























Fig. 9-8 The Data Table 



EXPERIMENT 10 

Date: 



Name 
Class 



Instructor 



Pulse Width Control 



Pulse Width 



V 



m 



DATA FROM STEP 3 



Pulse Frequency Control 



Pulse Freq. 



V 



m 



DATA FROM STEP 5 



Resistance Control 



m 



V 



m 



CO 



DATA FROM STEP 7 



Fig. 10-7 The Data Tables 



EXPERIMENT 11 

Date: 



First Circuit 



V 



m 



CO 



Second Circuit 



m 



CO 



— ' 1 l_ 

Fig. 11-9 The Data Table 



EXPERIMENT 12 
Date: 



Name 
Class 



Frequency 


Speed 


Computed Speed 


30 Hz 












350 Hz 







Fig. 12-6 The Data Table 



EXPERIMENT 13 
Date: 



Name 
Class 



Instructor 



No. of 
Steps 



Shaft Rotation 
(degrees) 



No. of 
Steps 



Block Dispi. 
(mm) 



Maximum stepping rate = RPM 

Fig. 13-8 The Data Tables 



EXPERIMENT 14 
Date: 



Motor Data 



m 



CO 



Generator Data 



a? 



Computed Stable RPM of system = 
Measured Stable RPM of system = 



Fig. 14-9 The Data Table 



Amplifier Data 



V: 




EXPERIMENT 15 Nam e 



11/71 (1C 141) 





ff 



P J